AI Demand Fuels 94.1% Growth in 2026 Semiconductor Revenue, Supply Bottlenecks to Persist Until 2027

Published: Aug 16, 2026 17:02

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Omdia noted in a publication that, driven by AI demand continuing to outstrip global supply capability, it raised its forecast for 2026 global semiconductor market revenue growth to up 94.1% YoY. It also expects that supply bottlenecks in key areas such as high-bandwidth memory, advanced packaging, and advanced-process capacity will persist at least through 2027.

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