Record-breaking year in the semiconductor market

Global semiconductor market revenue could exceed $1.3 trillion in 2026. Gartner's forecasts indicate the highest growth dynamics in two decades, driven by artificial intelligence and a sharp increase in memory prices. The key market driver remains the memory segment, with analysts pointing to "memflation"—a rapid price surge for memory chips. In 2026, DRAM prices are expected to rise by an average of 125%, and NAND flash by 234%, tripling the segment's revenue. Experts emphasize that the current price pressure will not last, with stabilization expected by late 2027. Concurrently, the importance of AI-related chips is growing, projected to account for about 30% of total industry revenue in 2026, making this segment the primary market growth engine. Forecasts suggest the market will remain heavily dependent on AI development and the memory segment, with limited supply and high demand maintaining price pressure in the short term, especially for key component categories