The World Semiconductor Trade Statistics (WSTS) organization has released its Autumn 2025 forecast, raised the 2025 growth outlook and confirmed strong continued momentum for the global semiconductor market through 2026.
Following a stronger-than-expected third quarter, the global semiconductor market is now projected to grow 22 percent in 2025, reaching USD 772 billion. This represents an upward revision of nearly USD 45 billion (about 7 percentage points) compared to the Summer 2025 update.
The upward revision is mainly driven by Logic and Memory, boosted by AI-related applications and continued demand in computing and data center infrastructure. Logic is now expected to grow 37 percent (up 8 percentage points) and Memory 28 percent (up 11 percent points). Other product categories are improving after the 2024 down-cycle, but the recovery remains moderate: Sensors +10 percent, Microprocessors +8 percent and Analog +7 percent and Optoelectronics with +4 percent. The Discretes product segment is expected to decline slightly, mainly due to ongoing weakness in automotive applications.
Regionally, the Americas and Asia Pacific are expected to expand by 25 to 30 percent, reflecting the strength in Logic and Memory. Europe is projected to grow 6 percent, while Japan is set to decline by 4 percent.
2026 Outlook: Continued Global Semiconductor Growth Towards Nearly 1 Trillion USD
For 2026, WSTS forecasts the global semiconductor market to grow by more than 25 percent, reaching USD 975 billion. Growth is expected across all regions and product categories. Memory and Logic are again projected to lead, both increasing by over 30 percent year over year. Most other product categories are expected to continue their gradual recovery, expanding at a more moderate pace.
Regionally, all major markets are expected to expand. The Americas and Asia Pacific remain the strongest contributors, while Europe and Japan are forecast to see low double-digit growth.
WSTS Forecast Summary
Note: Numbers in the table are rounded to whole millions of dollars, which may cause totals by region and totals by product group to differ slightly.
About WSTS:
World Semiconductor Trade Statistics (WSTS) was founded in 1986 as a non-profit organization of semiconductor product companies and is the industry’s only source for monthly industry shipment statistics.
For more information, please visit the WSTS web site at www.wsts.org or contact the WSTS Administrator and CEO – Tobias Pröttel (tp@wsts.org).
