AI Demand Drives 94.1% Surge in 2026 Semiconductor Forecast, Omdia Reports

Omdia has significantly raised its 2026 semiconductor revenue forecast to 94.1% year-over-year, primarily due to exceptional growth in DRAM and NAND, as AI demand continues to outpace global supply. Bottlenecks in high bandwidth memory (HBM), advanced packaging, and leading node capacity are expected to persist until at least 2027, impacting various application segments including smartphones, PCs, and automotive electronics.