The global semiconductor market size may exceed 10 trillion yuan this year, with the semiconductor market size skyrocketing.

The World Semiconductor Trade Statistics Organization recently released a forecast stating that driven by the AI boom, the global semiconductor market size will exceed $1.5 trillion by 2026, reaching a historic high. The semiconductor industry is accelerating restructuring around AI demand. In the memory chip market, a report from the industry research institution shows that in the first quarter of this year, the market revenue of the major category "Dynamic Random Access Memory" (DRAM) reached $97 billion, an increase of 260% year-on-year, hitting a record high. Samsung Electronics holds approximately 38% market share, ranking first; SK Hynix and Micron Technology follow. It is understood that Samsung Electronics has topped the DRAM market for two consecutive quarters. Logic chips are another major category in the semiconductor market, covering chips for executing logic operations such as CPU, GPU, and AI accelerators. In the AI accelerator and data center race, Nvidia dominates the training market with GPUs. Broadcom and Marvell Technology dominate the field of Application-Specific Integrated Circuit (ASIC) customized inference chips. In the general computing sector, Intel still has a traditional advantage in the server CPU market, but faces the challenge of AI computing demand shifting towards GPUs and ASICs. The report released by the World Semiconductor Trade Statistics Organization at the beginning of this month predicts that the global semiconductor market size will grow by nearly 90% compared to 2025, reaching $1.51 trillion, equivalent to approximately 10.2 trillion RMB. By 2027, it is expected to further increase by 26.6%, reaching a market size of $1.914 trillion, equivalent to around 13 trillion RMB.