# Growth in semiconductor, robotics, and AI automation

> Live situation record from CLSTR: https://clstr.news/situations/global-semiconductor-and-robotics-market-growth
> Updated: 2026-08-24T06:16:54.000Z. Sources: 6. Developments: 3.

The global semiconductor and robotics markets continue to expand, driven by artificial intelligence and infrastructure needs. Following a 102.3% year-over-year increase in semiconductor sales in early 2026, specialized sectors are showing significant long-term potential.

In the robotics sector, automation is increasingly being applied to address labor shortages. In Japan, companies are utilizing AI and sensor technology for indoor farming, with firms like Oishii Farm Corp. developing robots for planting and packaging. The Japanese robotics and automation market is projected to grow from $4.6 billion in 2025 to $17.6 billion by 2035, supported by government initiatives like the RING project. Additionally, Taiwan’s Botai Technology is expanding into edge computing to provide power solutions for drones and humanoid robots.

Market research from SDKI Analytics reinforces long-term growth forecasts through 2035. The semiconductor robotics market is expected to reach approximately $27.35 billion, growing at a CAGR of 9.7% from 2025. This growth is bolstered by advanced packaging technologies and government initiatives like the CHIPS Acts in the US and EU, with the Asia-Pacific region expected to hold a 40% market share.

Furthermore, the market for AI in geriatric robotics is projected to reach $15 billion by 2035, with a CAGR of 14.2%. While intelligent medical robots for mobility assistance, monitoring, and rehabilitation are being adopted to combat healthcare worker shortages, high implementation and maintenance costs remain a barrier for smaller facilities.

## Timeline

### 2026-08-24: SDKI Analytics forecasts growth in semiconductor and geriatric robotics markets

SDKI Analytics reports significant growth forecasts for semiconductor robotics, reaching $27.35 billion by 2035, and AI in geriatric robotics, projected to hit $15 billion by the same year.

3 sources. https://clstr.news/cluster/sdki-analytics-forecasts-growth-in-semiconductor-and-geriatric-robotics-markets

### 2026-08-24: Automation and AI drive growth in robotics, farming, and semiconductor sectors

AI and automation are driving growth across multiple sectors, including Japan's robotics market, semiconductor handling systems, indoor farming, and mass timber construction.

6 sources. https://clstr.news/cluster/amorphous-motor-market-projected-to-reach-59782-million-by-2032

### 2026-08-11: Semiconductor and robotics markets see significant growth in 2026

Global semiconductor sales surged 102.3% in H1 2026, while North American robotics orders grew 21.3% in revenue during Q2, driven by AI, data centers, and industrial diversification.

2 sources. https://clstr.news/cluster/semiconductor-and-robotics-markets-see-significant-growth-in-2026

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Cite as: Growth in semiconductor, robotics, and AI automation. CLSTR, https://clstr.news/situations/global-semiconductor-and-robotics-market-growth