Omdia Forecasts 94.1% Surge in 2026 Semiconductor Revenue Driven by AI Demand, Citing Persistent Supply Constraints

Omdia has significantly raised its 2026 semiconductor revenue forecast by 94.1% year-over-year, primarily due to exceptional growth in DRAM and NAND fueled by insatiable AI demand. The report highlights that AI demand continues to outpace global supply, with bottlenecks in high bandwidth memory (HBM), advanced packaging, and leading-edge node capacity expected to persist until at least 2027. Memory ICs are now projected to account for over 50% of total semiconductor revenue in 2026.