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Bank of America Analyst: Semiconductor Revenue Set to Soar 30% Year-on-Year in 2026, Topping $1 Trillion
2025-12-26 /
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Author：小编
According to Bank of America analyst Vivek Arya, the revenue of the global semiconductor industry is projected to experience a robust 30% year-on-year increase in 2026, propelling it beyond the $1 trillion mark. Turning to AI data centers, the analyst highlighted that by 2030, their overall potential market size is anticipated to surpass $1.2 trillion, boasting a compound annual growth rate of 38%. Furthermore, he pointed out that the market potential for AI accelerators alone is estimated to reach a staggering $900 billion.
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