The global semiconductor market size may exceed 10 trillion yuan this year, with the semiconductor market experiencing explosive growth.
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```htmlJinse Finance reported on June 26 that, according to CCTV Finance, the World Semiconductor Trade Statistics organization recently released a forecast stating that, driven by the AI boom, the global semiconductor market size will surpass $1.5 trillion in 2026, reaching a historic high. The semiconductor industry is rapidly restructuring around AI demand. In the memory chip market, reports from industry research institutions indicate that in the first quarter of this year, the major category "dynamic random-access memory" (DRAM) achieved market revenue of $97 billion, a year-on-year increase of 260%, setting a new historical record. Samsung Electronics holds about 38% of the market share and ranks first, followed by SK Hynix and Micron Technology. It is understood that Samsung Electronics has been ranked first in the DRAM market for two consecutive quarters. Logic chips are another major category in the semiconductor market, including CPU, GPU, and AI accelerators, all designed for logical computation. In the AI accelerator and data center track, NVIDIA dominates the training market with its GPU. Broadcom and Marvell Technology lead the specialized integrated circuit (ASIC) custom inference chip sector. In the general computing field, Intel still maintains a traditional advantage in the server CPU market but faces challenges as AI computing demand shifts toward GPU and ASIC. The report released by the World Semiconductor Trade Statistics organization at the beginning of this month predicts that the global semiconductor market will grow by nearly 90% compared to 2025, reaching $1.51 trillion (approximately RMB 10.2 trillion), and in 2027 will further increase by 26.6%, raising the market size to $1.914 trillion (about RMB 13 trillion).```
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