The global semiconductor market posted a record US$319 billion in revenue in Q1, up 27 percent from the previous quarter, according to Omdia.
he surge was driven largely by memory chips, which rose more than 80 percent sequentially as AI demand and higher prices pushed DRAM and NAND revenue sharply higher.
Q1 marked the strongest quarter-over-quarter growth Omdia has ever tracked, with three straight quarters of double-digit gains now behind the industry.
While memory led the boom, non-memory chip revenue rose only modestly, suggesting the recent spike is being driven by a sharp shift in memory market conditions rather than broad-based growth across all chip categories.
The outlook remains strong for Q2, with Omdia expecting another sequential increase of more than 20 percent. “This expected growth would bring H1 to over US$700 billion, well on track to surpass the US$1 trillion threshold this year,” said Clifford Leimbach, Practice Leader of Omdia.
Photo: Samsung
Entelechy Asia 