Global semiconductor sales reached a record $146.8 billion in July 2026, up 135.1% from a year earlier and more than twice any previous July (SIA, three-month average). WSTS now expects the 2026 market to reach $1.51 trillion, 89.9% above 2025. The main driver is memory. AI data centers are buying high-bandwidth and server memory faster …
This analysis was prepared for a recent customer presentation and has been updated with the latest company results. It uses Custer Contexo Group’s composites, built from company filings, to show where the PCB supply chain is in the business cycle. CCG’s main supply-chain composites are all growing, and growth is still speeding up: Semiconductors: revenue …
The 213-company electronic equipment composite grew 16.8 percent in the first quarter of 2026. Computer and peripheral suppliers accounted for 62 percent of the increase, adding 91.3 billion dollars of the 146.9 billion total. The rest of the composite grew 8.9 percent. All six non-computing sectors came in above their own median for the seventeen …