Your Daily Semiconductors Briefing

Global Market Projected for Record Growth in 2026 Amidst Major US Investments

• The global semiconductor market is forecast for a remarkable 90% growth in 2026, reaching $1.51 trillion, primarily driven by a 250% year-over-year surge in the Memory segment and increasing demand for AI infrastructure. All major markets, including the Americas with 112% growth, are projected to expand significantly.

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• Major U.S. domestic manufacturing commitments are accelerating, with Apple signing a new multi-year, $30 billion agreement with Broadcom for custom silicon production. UPDATE: Micron Technology also significantly increased its U.S. manufacturing and R&D commitment to over $250 billion through 2035, targeting 40% of its DRAM production domestically and breaking ground on its New York megafab.

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• Despite this investment boom, a critical shortage of up to 157,000 high-skilled workers by 2030 threatens to delay the construction and operation of new U.S. semiconductor plants. This talent gap poses a significant challenge to the industry's ambitious expansion plans.

  Latimes