Global semiconductor sales reached $99.5 billion in March, a 79% year-over-year increase. First-quarter sales for 2026 totaled $298.5 billion, rising 25% from the previous year. The industry remains on track to exceed $1 trillion in annual sales for the first time.
AI data center expansion drove robust demand across the Americas, China, and the Asia Pacific. This growth signals a sustained capital investment boom in artificial intelligence infrastructure. The trend benefits the entire supply chain, including chipmakers like TSMC and Intel.
Industry leaders expect sustained demand despite geopolitical risks and supply chain disruptions. The SIA report serves as a bullish indicator for sector ETFs including SMH, QQQ, and XLK.