The World Semiconductor Trade Statistics (WSTS) organization has released Q2 statistical data and confirmed the WSTS Spring forecast for the global semiconductor market through 2026.
The global semiconductor market reached 346 billion dollars in the first half of 2025, marking an 18.9 percent increase year-over-year. Growth was driven primarily by strong gains in Logic (up 37 percent) and Memory (up 20 percent), supported by demand for data center infrastructure and the emergence of initial AI edge applications. Sensors also performed well, rising 16 percent. Analog and Micro categories saw moderate growth of 4 percent each, respectively. In contrast, Discretes (-4%) and Optoelectronics (-0.5%) posted single-digit declines.
Outlook: Changes in Forecast – Spring estimates nearly confirmed
Looking ahead, the Spring 2025 WSTS forecast has been largely confirmed by the results from the first half of the year. Incorporating the latest data, the full-year 2025 forecast has been revised upward to 728 billion dollars, reflecting an annual growth of 15.4 percent, an increase of 4 percentage points. The outlook for 2026 changed slightly upwards, with projected growth of 9.9 percent to 800 billion dollars for the year.
For 2025, all product segments show upward revisions. The key growth drivers, Logic and Memory, are now expected to grow by 29 percent and 17 percent (both up 5 percentage points), respectively, reflecting stronger-than-expected performance in the first half of the year.
Regionally, all major markets are expected to expand, with the Americas and Asia Pacific continuing to lead the growth, while Europe is expected to strengthen and Japan to decline slightly.
