Wall St Engine(@wallstengine):Global semiconductor revenue hit a record $425B in Q2 2026, up 31.4% QoQ, according to Omdia. Memory chips accounted for more than half of total revenue, driven by AI demand and rising DRAM, NAND and NOR pricing. Even excluding memory, semiconductor revenue grew more than 10% QoQ, versus the historical Q2 average of just over 3%. The industry generated $752B in revenue in the first half of 2026 alone. Omdia expects Q3 revenue to surpass $500B, pushing the first nine months of 2026 above $1.25T. Source: Omdia

Wall St Engine

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Wall St Engine@wallstengine

2026.09.14 08:57

Global semiconductor revenue hit a record $425B in Q2 2026, up 31.4% QoQ, according to Omdia. Memory chips accounted for more than half of total revenue, driven by AI demand and rising DRAM, NAND and NOR pricing. Even excluding memory, semiconductor revenue grew more than 10% QoQ, versus the historical Q2 average of just over 3%. The industry generated $752B in revenue in the first half of 2026 alone. Omdia expects Q3 revenue to surpass $500B, pushing the first nine months of 2026 above $1.25T. Source: Omdia