Global semiconductor sales reached $88.8 billion in February 2026. This represents a 61.8% increase from the previous year and a 7.6% rise from January 2026.
The Semiconductor Industry Association reported that Asia Pacific sales led global growth with a 93.5% year-over-year increase. Sales in the Americas rose 59.2% during the same period.
Strong momentum reinforces expectations that the industry will surpass $1 trillion in annual revenue in 2026. High demand for AI data centers and consumer electronics continues to drive the market. Investors are monitoring the impact on sector ETFs including XLK and VGT.