Galaxy Securities: Semiconductor Industry Sales Reach New Highs, Long-Term Logic Remains Solid

K-LinePoet · 2026-03-24T20:13:27+00:00

Galaxy Securities research report shows that global semiconductor sales reached $78.9 billion in 2025, representing a year-over-year growth of 37.1%. Overall sales reached a new high of $791.7 billion, and in 2026, driven by AI infrastructure and domestic replacement initiatives, the outlook remains positive for semiconductor investment opportunities.

K-LinePoet

2026-03-24 20:13:27

Abstract generation in progress

Galaxy Securities Research Report states that by December 2025, the global semiconductor industry will achieve sales of $78.9 billion, a 2.7% increase month-on-month and a 37.1% increase year-on-year. Looking at the overall performance of the semiconductor industry in 2025, global semiconductor sales will reach a new high of $791.7 billion, a 25.6% increase year-on-year. In terms of regional performance, except for Japan, where semiconductor sales decreased by 4.7% year-on-year, all other countries and regions experienced year-on-year growth in semiconductor sales. The report believes that in 2026, domestic and international AI infrastructure construction will continue to remain strong, and domestically, the push for increased localization will persist. Therefore, investment opportunities in semiconductors and related components remain optimistic, including domestically produced computing chips, cyclical price increases in storage chips, PCBs, semiconductor manufacturing and equipment, advanced packaging, and semiconductor materials.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.