Sou Hu Cai Jing·2026-02-07 08:55Core Insights - The global semiconductor industry is projected to surpass $1 trillion in revenue this year, driven by the AI wave and widespread chip applications in the economy [1] - The Semiconductor Industry Association forecasts sales of $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] - The rapid growth of the semiconductor industry is seen as a positive signal for the overall business environment, with significant spillover effects for other key strategic industries [1] Industry Segmentation - Logic chips, as core components, are expected to see a 40% revenue increase by 2025, reaching $301.9 billion; storage chips for data management are projected to grow by 35%, reaching $223.1 billion [2] - All regions, including China, Asia-Pacific, the Americas, and Europe, are experiencing growth, while Japan is the only market showing a decline [2] - The semiconductor industry is expected to maintain cyclical volatility, but a long-term upward trend has been established [2] Market Outlook - Investment in data centers and AI infrastructure is deemed sustainable, countering market concerns about over-investment, according to NVIDIA's CEO [2]