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Валентин ШнайдерAround IT
7 February 2026, 13:15
2026-02-07
Global microchip sales could reach $1 trillion in 2026: all because of demand for AI data centers
In 2025, companies around the world sold $791.7 billion worth of semiconductors, up 25,6% from the previous year. Industry figures suggest that figure could rise to $1 trillion in 2026 as tech giants spend billions on data centers for artificial intelligence.
In 2025, companies around the world sold $791.7 billion worth of semiconductors, up 25,6% from the previous year. Industry figures suggest that figure could rise to $1 trillion in 2026 as tech giants spend billions on data centers for artificial intelligence.
This is reported by Reuters with reference to the Semiconductor Industry Association (SIA), which represents most American chip manufacturers. According to the association, the largest segment and at the same time the leader in growth in 2025 were chips for complex computing: sales jumped by 39,9% and reached $301.9 billion. The SIA mentions solutions from Nvidia, AMD and Intel, which are used in server accelerators and other infrastructure for training and running AI models.
The second largest area is memory. Its prices, according to the association, are growing against the backdrop of a shortage that has intensified due to demand from AI systems. Sales of memory chips in 2025 increased by 34,8% — to $223.1 billion.
SIA President and CEO John Neuffer says that during a trip to Silicon Valley, he heard a similar opinion from the heads of various companies: no one undertakes to accurately predict what the pace of AI infrastructure deployment will be in a year, but many have already «filled their orders to the brim.»
The construction of AI data centers is increasing demand for more than one type of chip. In addition to computing chips, such sites require large amounts of memory and other server electronics, so sales growth is «spread» across several semiconductor categories at once.