Omdia lifts 2026 semiconductor revenue forecast 62.7% on AI-driven memory crunch

TechTarget, Inc.

TechTarget, Inc.

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  • Omdia raised its 2026 semiconductor revenue growth forecast to 62.7% as AI-driven demand tightens DRAM and NAND supply.
  • DRAM market value is projected to nearly double in 2026, with NAND revenue seen quadrupling from 2025 levels.
  • Conventional memory IC shortages are expected to persist through 2026 as capacity shifts toward higher-priced HBM, with supply relief unlikely until well into 2027.
  • Enterprise server refresh cycle in 2026 is set to lift average selling prices as hyperscaler capex stays elevated.
  • Computing and data storage semiconductor revenue is forecast to rise 90% in 2026 to more than $700 billion, driven by data center demand and higher memory pricing.


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