AITechNode6 months ago
AI-led demand signals longer semiconductor upcycle into 2026 and beyond
3 min read
UBS analyst Jimmy Yu expects the global semiconductor market to approach $700 billion in 2025, surpass $1 trillion in 2026 with over 40% growth, and reach $1.18 trillion by 2027. Memory could grow nearly 50% by 2027. AI demand is expanding beyond data centers into finance and enterprise.
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