Woofun AI data shows that the global semiconductor market is projected to expand by nearly 90% year-on-year, reaching $1.51 trillion in 2026. This growth trajectory anticipates a further 26.6% increase to $1.914 trillion by 2027, driven primarily by artificial intelligence infrastructure demands.

In the first quarter, DRAM revenues hit an all-time high of $97 billion, marking a 260% year-on-year surge. Samsung Electronics secured the top market share at 38%, maintaining its lead for two consecutive quarters ahead of SK Hynix and Micron.

Meanwhile, NVIDIA dominates AI training via GPUs, while Broadcom and Xilinx lead custom ASIC inference chip production.