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Semiconductor Intelligence forecasts 30% semi growth this year

What happened

Semiconductor Intelligence forecasts 30% market growth in 2026, driven by sustained AI demand. However, memory shortages for PCs and smartphones are projected to cause revenue declines for companies like Intel, Qualcomm, and MediaTek in Q1 2026. Watch: Strong AI-driven demand for memory is creating supply constraints and revenue divergence across the semiconductor sector.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

DRAMNAND Flash

Samsung Electronics SK Hynix Micron Technology Kioxia Western Digital Nvidia

demand-shiftshortagemarket-forecast

Source and time

Source: Electronics Weekly · 2/26/2026 · View original source

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Semiconductor Intelligence forecasts 30% semi growth this year

What happened

Impact and signal

Affected components and suppliers

Source and time

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