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Stock impact report

AI Drives Semiconductor Revenues Past $1 Trillion for the First Time in 2026

TechTarget, Inc. (TTGT) 
Last techtarget, inc. earnings: 2/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.techtarget.com
Company Research Source: Business Wire
LONDON--(BUSINESS WIRE)--Global semiconductor revenues will exceed $1tn in 2026, marking a historic milestone for the industry, according to Omdia’s latest market analysis. This growth is being driven by the rapid surge in memory and logic IC revenues, generated by massive demand from AI market. The semiconductor revenue forecast for 2025 increased significantly to 20.3% year-over-year (YoY), reflecting stronger-than-anticipated 3Q25 results, and robust growth expected in 4Q25. Revenue growth in DRAM and NAND memory ICs will remain unprecedented, supported by strong expansion in Logic ICs, bringing the 2026 market forecast to 30.7% YoY.This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260115968050/en/Greatest market contributors to semiconductor revenue growth in 2026Computing & Data Storage will lead all segments in semiconductor revenue growth rising 41.4% YoY in 2026 to exceed $500bn, due to high demand in data center s Show less Read more
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