The World Semiconductor Trade Statistics (WSTS) organization has has sharply raised its outlook for he global semiconductor market, according to its Fall 2025 forecast.

WSTS now expects the market to reach $772 billion in 2025, an upward revision of roughly $45 billion from its previous estimate. The new projection implies a robust 22% year-on-year growth, reflecting stronger-than-expected demand across multiple chip categories.

The organization predicts even more accelerated expansion in 2026, with global semiconductor revenues forecast to hit $975 billion, marking annual growth exceeding 25%. If realized, the figure would bring the industry within close range of the $1 trillion milestone, long viewed as a landmark threshold for the global chip economy.

The upward revisions highlight the continued momentum of technologies driving semiconductor demand, including AI accelerators, advanced logic chips, memory market recovery, and sustained investment in cloud and data center infrastructure. Analysts note that the combination of structural demand from artificial intelligence and cyclical improvement in memory pricing is fueling one of the strongest growth phases the industry has seen in a decade.

WSTS emphasized that, barring major economic disruptions or supply-chain shocks, the semiconductor industry is on track to enter a “historic expansion cycle,” with the trillion-dollar mark expected to be reached as early as 2026 or shortly thereafter.