AI to push semiconductor market beyond $1 trillion before end of 2026 - gasworld

According to Lita Shon-Roy, President of Materials Analysis at TechInsights, the global semiconductor market is projected to surpass $1 trillion in annual revenue before the end of 2026, with artifici... Read original →

AI is triggering a semiconductor technology leap: surging demand for advanced logic chips (sub-3nm) and HBM-class memory is forcing rapid iteration in upstream materials like EDA tools, photoresists, and specialty gases. Geopolitical friction has materially increased compliance costs—U.S. export controls and Dutch restrictions on ASML shipments compel TSMC (Taiwan, China), Samsung, and Intel to duplicate fabs globally, inflating supply chain redundancy by over 15%. Competitive dynamics now resemble an arms race: NVIDIA locks in cloud providers with custom AI ASICs, while AMD, Google’s TPUs, and Chinese GPU startups accelerate heterogeneous computing innovations to capture niches. Over the next 12–24 months, structural divergence will intensify—generic chip capacity may glut, but yield constraints on AI-specific dies and CoWoS-like advanced packaging shortages will sustain premium pricing, opening strategic windows for second-tier foundries.