Omdia says 2026 Q1 semiconductor revenue rose 27% QoQ from 2025 Q4 to $319.0bn. Memory revenue drove the gain, increasing more than 80% QoQ. Omdia expects strong momentum to carry into 2026 Q2; QoQ growth may ease from Q1 but should still exceed 20%.

2026-06-11

Omdia says 2026 Q1 semiconductor revenue rose 27% QoQ from 2025 Q4 to $319.0bn. Memory revenue drove the gain, increasing more than 80% QoQ. Omdia expects strong momentum to carry into 2026 Q2; QoQ growth may ease from Q1 but should still exceed 20%.