Semiconductor market projected to reach US$ 1.56 trillion in 2026

semiconductor industry AI infrastructure cloud service providers memory chip prices data center energy demand

The global semiconductor and AI infrastructure markets are experiencing rapid expansion. Gartner reports that global semiconductor revenue is projected to reach US$ 1.56 trillion in 2026, a 92.8% increase from 2025. This growth is driven by massive investments in AI, with the AI data center ecosystem expected to account for over 53% of semiconductor revenue by 2030.

Cloud service providers (CSPs) are significantly increasing their capital expenditure, with TrendForce projecting a 98% year-over-year growth in 2026. A major portion of this spending is being directed toward memory components; DRAM and NAND Flash are expected to comprise 47% of CSP capital expenditure in 2026, rising to 68% in 2027. This shift is fueled by soaring contract prices for server DRAM and enterprise SSDs, as well as high demand for High Bandwidth Memory (HBM).

In the software sector, Salesforce has projected strong revenue growth, expecting approximately US$ 11.5 billion for its third fiscal quarter. The company is positioning itself for the AI era through tools like Agentforce. Meanwhile, the physical demands of AI are rising, with the IEA noting that global electricity demand from data centers grew 17% in 2025 and is expected to nearly double by 2030.

Entities

Bill Gates · Gartner · International Energy Agency · Nvidia · Salesforce · Taiwan · TrendForce

Claims

What the coverage asserts, and how many sources carry each claim.

[○ 1 SOURCE] Remaining Performance Obligations (RPO) are projected to grow by about 14%. www.infomoney.com.br
[○ 1 SOURCE] Salesforce expects revenue of approximately US$ 11.5 billion for the third fiscal quarter ending in October. www.infomoney.com.br
[○ 1 SOURCE] Global electricity demand from data centers grew 17% in 2025. www.cnnbrasil.com.br
[○ 1 SOURCE] Entry-level and mid-level jobs in sales, customer service, software engineering, and paralegal work are at high risk of AI disruption. canaltech.com.br
[○ 1 SOURCE] Global semiconductor revenue is projected to reach US$ 1.56 trillion in 2026. valor.globo.com
[○ 1 SOURCE] Data center electricity demand is expected to nearly double by 2030, reaching approximately 950 TWh. www.cnnbrasil.com.br
[○ 1 SOURCE] Semiconductor revenue is expected to grow 92.8% from 2025 to 2026. valor.globo.com
[○ 1 SOURCE] The AI data center ecosystem's share of semiconductor revenue is expected to exceed 53% by 2030. valor.globo.com
[● 4 SOURCES] DRAM and NAND Flash will account for 47% of major cloud service providers' capital expenditure in 2026, rising to 68% in 2027. evertiq.pl · www.199it.com · news.cnyes.com · evertiq.com
[● 4 SOURCES] Total cloud service provider capital expenditure is projected to grow 98% year-over-year in 2026. evertiq.pl · www.199it.com · news.cnyes.com · evertiq.com