AI Demand Drives 94.1% Semiconductor Revenue Growth in 2026, Bottlenecks Expected Until 2027

Omdia has increased its forecast for 2026 global semiconductor market revenue growth to 94.1% year-over-year, primarily fueled by insatiable AI demand. The research firm also predicts that supply bottlenecks in critical areas like high-bandwidth memory, advanced packaging, and advanced-process capacity will continue through at least 2027.