NuAxiSemiconductor trade intelligence

Gartner: Semiconductor revenue to exceed $1.3 trillion in 2026

What happened

Gartner forecasts global semiconductor revenue to exceed $1.3 trillion in 2026, driven by AI and memory price inflation ('memflation'). DRAM and NAND flash prices are projected to surge 125% and 234% respectively in 2026, with relief not expected until late 2027. Bullish: Forecasts extreme price increases for memory, likely to suppress non-AI demand and tighten supply.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

DRAMNAND FlashAI Accelerators

price-forecastmemflationai-demand

Source and time

Source: Evertiq · 4/13/2026 · View original source

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Gartner: Semiconductor revenue to exceed $1.3 trillion in 2026

What happened

Impact and signal

Affected components and suppliers

Source and time

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