Driving growth are: inventory depletion in PCs, smartphones, automotive and industrial; electrification in automotive and industrial; AI PCs and AI smartphones and rising memory ASPs.
Wafer capacity pricing is expected to remain flat next year as foundry suppliers gradually improve utilisation rates and demand returns from their core fabless customers.
CapEx is expected to improve by 2H24 as revenue shipments match end demand and regional ChipAct incentives stimulate investment across the supply chain.
By 2026, IDC expects that AI silicon will account for almost $200 billion in semiconductor revenues.”
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Gartner's latest forecast shows that "global semiconductor revenue is expected to reach US$1.555 trillion in 2026, up 92% from US$809 billion in 2025, and is projected to increase further to US$1.
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