WSTS reported global semiconductor sales of USD 795.6 billion for calendar 2025, up 26.2% year over year, in its 6 March 2026 release incorporating finalized fourth-quarter data. These are reported historical results, not a forecast. Source: WSTS, 6 March 2026, page 1.

Why two totals appear

SIA’s 6 February 2026 announcement reported USD 791.7 billion for 2025, up 25.6% compared with USD 630.5 billion in 2024. WSTS’s subsequent release explicitly incorporates finalized fourth-quarter data. It is therefore the later annual result used in this draft. Neither release inspected provides a detailed reconciliation of the two annual totals, so the precise adjustment is not attributed to a cause. The earlier SIA figure remains a dated historical announcement, not a substitute for the later result.

Two dated releases for calendar 2025

Reported annual semiconductor sales, USD billions; not two different years

Source: SIA, 6 February 2026, opening paragraph: https://www.semiconductors.org/global-annual-semiconductor-sales-increase-25-6-to-791-7-billion-in-2025/ ; WSTS, 6 March 2026, page 1: https://www.wsts.org/esraCMS/extension/media/f/WST/7495/WSTS-Q4-Release-2025_-_06-Mar-2026.pdf Own chart based on reported values. The later WSTS release incorporates finalized Q4 data. The truncated annual growth rates must not be mixed across releases.

What drove the expansion

WSTS attributes the expansion principally to computer applications, including data-center infrastructure and AI-related computing, and describes logic and memory as the leading product categories. Its reported Q4 2025 total was USD 238.9 billion, up 38.4% from Q4 2024 (page 1). For investors, this suggests that a strong industry total should be read alongside each company’s product mix: companies supplying AI systems do not necessarily share the same demand profile as suppliers exposed to other applications.

A historical baseline, not a current forecast

Calendar 2025 is the latest completed full year, but these releases are historical and do not describe the current month or a 2026 forecast. This draft deliberately omits the forward-looking estimates in the February and March releases: they must be checked against later forecast updates before being presented as current. Before publication, check for any subsequent revision to the 2025 annual result. Sources: WSTS, Global Semiconductor Market grows 26% in 2025 to $796 billion, 6 March 2026, pages 1–2; SIA, Global Annual Semiconductor Sales Increase 25.6% to $791.7 Billion in 2025, 6 February 2026, opening paragraph.

AW

For information and educational purposes only. This research is not personalized investment advice or a recommendation to buy or sell a security.