NuAxiSemiconductor trade intelligence

Omdia Raises 2026 Semiconductor Revenue Growth Forecast

What happened

Omdia raised its 2026 semiconductor revenue growth forecast to 62.7% due to unprecedented growth in DRAM and NAND. This signals strong future demand for memory chips.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

DRAMNAND Flash

forecastgrowthDRAMNAND

Source and time

Source: EE Times Asia · 4/26/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Lam Research Posts Third Straight Record Quarter With $5.84 Billion in RevenueThe Elec · 4/24/2026
[News] Samsung’s DS Unit Delivers 99.7% of Q2 Profit amid Memory Boom; HBM4 Revenue Reportedly to Triple in Q3TrendForce · 7/29/2026
[News] Samsung’s 2Q Operating Profit Soars 1,810% to Record KRW 89.4T, Reportedly Surpassing NVIDIA and AppleTrendForce · 7/6/2026
[News] Apple to End Intel Mac Support with macOS 27, Deepening Shift to In-House M-Series ChipsTrendForce · 4/20/2026
This week on Tom's Hardware Premium: September 19, 2026 — Steam Frame interview, killer AI models, and the DRAM crisis deepensTom's Hardware · 9/19/2026
[News] How Much Memory Does a Modern Vehicle Need? Smart Cars May Pack 100GB+ DRAM, Up to 1.5TB NANDTrendForce · 7/16/2026

Omdia Raises 2026 Semiconductor Revenue Growth Forecast

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings