Research
Dec 2025
... semiconductor market is in a multiyear double-digit growth cycle, crossing a trillion-dollar revenue in 2026. AI remains a key driver, while a massive surge in memory prices strengthens the outlook — memory to cross $350 billion, while GPUs and AI accelerators near the $200 billion mark in 2026. Overview Table ...
Analyst(s):
Joseph Unsworth
|
Menglin Cao
|
Yashika Goyal
|
Jon Erensen
|
Kartikay Gulani
|
Ben Lee
|
Warren Peng
|
Roger Sheng
|
Jainendra Singh
|
Guy Robertson
|
Masatsune Yamaji
|
Rajeev Rajput
|
Shrish Pant