LONDON--(BUSINESS WIRE)--Sep 14, 2026--
Global semiconductor revenue surpassed $425bn in 2Q26 reaching another all-time high as the market grew a record 31.4% quarter-over-quarter (QoQ) , according to new research from Omdia. AI demand and strong memory prices continued to be the leading market dynamics, taking total semiconductor revenue for the first half of 2026 to $752 billion. The 31.4% QoQ increase surpassed the previous sequential growth record of 29.2% in 1Q26. Since Omdia began tracking the semiconductor market in 1Q02, only 10 out of 97 quarters have recorded sequential revenue growth above 10%. The last four quarters beginning in 3Q25, have all recorded double-digit sequential growth, with 3Q26 expected to follow the same trend.
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Memory continues to be the primary driver of growth, while other semiconductor components are growing above seasonal patterns and contributing to the robust market.
Memory market reaches another new record high
The memory market, led by dynamic random-access memory (DRAM) and NAND flash memory, continues to record unprecedented growth as AI-demand reshapes memory suppliers’ production priorities.
These production shifts are affecting supply-demand balances, resulting in higher average selling prices (ASPs) and revenue. Memory ICs alone accounted for more than half of all semiconductor revenue in 2Q26.
The record memory share of semiconductor revenue reflects record growth across multiple types of memory chips. DRAM, NAND, and NOR chips each recorded their highest sequential growth for a second quarter since Omdia began tracking the market. All three components reached their highest recorded quarterly revenue in 2Q26.
AI demand lifting non-memory components
Excluding memory chips, the wider semiconductor market also performed strongly in 2Q26. The significant influence of memory is skewing top-line semiconductor market trends towards the performance of DRAM and NAND. Removing revenue associated with these chips provides a clearer picture of the market as experienced by most semiconductor firms.
The non-memory chip semiconductor market grew by over 10% QoQ, significantly above seasonal patterns. Based on Omdia data from 2002 through 2025, typical second quarter sequential growth for non-memory semiconductors is just over 3%.
Other components are also benefiting from their inclusion in AI infrastructure. Microprocessor (MPU) revenue grew 16% QoQ in 2Q26 as these components play an increasing role in AI, well above their seasonal growth of 1%.
Semiconductor revenue forecast to surpass $500bn in 3Q26
Semiconductor revenue surpassed $750 bn in the first half of 2026, already exceeding the full-year revenue recorded in every year except 2025.
Omdia forecasts semiconductor revenue will surpass $500 bn in 3Q26, taking total revenue for the first three quarters of 2026 above $1.25 tn. This would be 50% higher than total semiconductor revenue for the whole of 2025.
The strong market conditions and record quarterly revenue levels are expected to continue.
ABOUT OMDIA
Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.
Memory IC revenue share of semiconductor revenue
GENEVA (AP) — Barcelona’s renovated Camp Nou was picked over Wembley Stadium in London to host the 2029 Champions League final, UEFA said Tuesday, in a further sign of their rebuilt relations after the divisive European Super League project.
The choice gives Barcelona a marquee game one year before Spain co-hosts the 2030 World Cup with Portugal and Morocco. Staging that final is a contest between Real Madrid’s renovated Santiago Bernabéu home and the 115,000-seat stadium being built in Casablanca.
UEFA’s executive committee also confirmed the 2028 Champions League final will return to Bayern Munich’s stadium, which was the only bidder, just three years after the 2025 edition.
Barcelona's victory comes seven months after its formal withdrawal from legal action against UEFA linked to the Super League driven by storied clubs led by Real Madrid that quickly failed in 2021.
The much-delayed rebuild of a 105,000-seat Camp Nou, which will be the biggest soccer stadium in Europe, is ongoing with the upper tier and roof still under construction.
“In addition to its size,” Barcelona said Tuesday in a statement, “it offers a hospitality and VIP experience that is unique in Europe, enabling new standards of service and comfort for guests and fans alike.”
The extra size also should allow more fans of the two finalist teams to get tickets. Paris Saint-Germain and Arsenal each got allocated 17,200 tickets from the 61,400 available to buy for the Champions League final played in May at the Puskas Arena in Budapest.
Barcelona last hosted the Champions League final in 1999, when Manchester United’s two stoppage-time goals stunned a dominant Bayern team. Camp Nou also staged the 1989 European Cup final.
Wembley has hosted three times since Barcelona's last turn — in 2011, 2013 and 2024 — and eight times in total since the European Cup started 71 years ago.
This season's Champions League final goes to Madrid at Atletico's Metropolitano stadium.
Record eight-time Women’s Champions League winner Lyon will host the final in 2028.
UEFA also picked Cardiff for the 2029 women’s final in the city center national stadium that will host the opening game of the men’s 2028 European Championship.
UEFA also picked hosts for two editions of the second-tier Europa League: Romania’s national stadium in Bucharest in 2028 and in 2029 at the new Serbian national venue being built on the outskirts of Belgrade.
Serbian soccer has developed closer to ties to UEFA and will co-host the men's Under-21 Euros next year with Albania.
The decision Tuesday comes just nine days after players and fans from Belgrade's biggest clubs, Red Star and Partizan, paid tribute at a game in the city's current main soccer stadium to convicted war criminal Ratko Mladic who died last month in The Hague.
UEFA fined Red Star this month for fans chanting in honor of Mladic at a Europa League game on the day he died.
The Europa League final this season is at Eintracht Frankfurt’s Waldstadion home.
Turin will get the 2028 final of the third-tier men's club competition at Juventus’ 41,000-seat stadium. The 2029 final will be at the 67,000-seat Puskás Aréna in Budapest.
The success of the Conference League since launching in 2021 has seen its finals venues outgrow the 20,000-seat venues for the first two title matches held in Tirana, Albania and Czech capital Prague.
Juventus also is rewarded by UEFA after it pulled out of the Super League legal action in 2023.
Real Madrid was the last of the 12 Super League founders to drop the project and settled with UEFA in February. The Bernabéu, now with crowds of 78,000 for the biggest games, has hosted a European Cup or Champions League final four times though not since 2010.
See AP’s full soccer coverage here
Players observe a minute of silence for former Bosnian Serb wartime general Ratko Mladic prior a Serbian National soccer league derby match between Red Star and Partizan in Belgrade, Serbia, Sunday, Sept. 6, 2026. (AP Photo/Darko Vojinovic)
Barcelona's Lamine Yamal celebrates after scoring his side's fourth goal during the Champions League opening phase soccer between Barcelona and Feyenoord in Barcelona, Spain, Wednesday, Sept. 9, 2026.(AP Photo/Emilio Morenatti)
