Gartner Forecasts Semiconductor Revenue Surge
Analysis based on 7 articles · First reported Apr 08, 2026 · Last updated Apr 13, 2026
The semiconductor market is expected to experience significant growth, driven by demand for AI processing and data centers, leading to increased revenue and substantial price inflation for memory components. This will likely benefit semiconductor manufacturers but could negatively impact non-AI technology sectors due to higher component costs.
Gartner forecasts global semiconductor revenue to surpass $1.3 trillion in 2026, marking the highest growth in two decades. This surge is primarily attributed to high demand for AI processing, data center infrastructure, and memory price inflation, termed 'memflation'. AI semiconductors are projected to account for 30% of total revenue, with hyperscaler investment in AI infrastructure increasing by over 50%. DRAM and NAND flash prices are expected to rise by 125% and 234% respectively in 2026, with no significant price relief anticipated until late 2027. Rajeev Rajput of Gartner warns that 'memflation' will delay non-AI demand into 2028, advising technology suppliers and IT leaders to prepare for higher prices and exercise caution with long-term supply agreements.
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