Yole Group projects global semiconductor device industry revenue of $1.6tn in
2026 and says it could approach $2tn as early as 2027. The firm attributes the
expansion to structural value‑chain shifts driven by AI infrastructure,
high‑bandwidth memory (HBM), advanced packaging and renewed data‑centre
investment, not a standard semiconductor cycle. The top five firms account for
more than half of revenues among the top 80 companies. China’s semiconductor
sector is steadily improving competitiveness, rapidly narrowing the gap with
European and Japanese manufacturers.
