The Semiconductor Industry Association (SIA) reported global semiconductor sales reached $88.8 billion in February 2026. This represents a 61.8% increase from February 2025. Sales also rose 7.6% compared to January 2026.
The Asia Pacific region led geographic growth with a 93.5% year-over-year increase. Sales in the Americas grew 59.2% during the same period.
Current momentum suggests the industry could surpass $1 trillion in annual revenue in 2026. Strong demand for AI data centers and consumer electronics continues to drive the market. Investors are tracking the impact on technology ETFs such as XLK and VGT.