Silicon Analytica
Evidence before opinion
Data & methodology
Updated November 2026
Corrections: when a figure is revised or found to be wrong, it is corrected and the change is noted with its date in the sources of the affected page.
Reported figures describe the past. Calculations show our workings. Forecasts describe a possible future. We keep them separate.
Charts
Sourced charts built from official statistics and company filings. All charts · Company rankings
This quarter's big themes
- AI is the business: data center share of revenue
- NVIDIA's share of the industry's net income
- Margin race: gross margin by quarter
- Growth heatmap: revenue growth by company and quarter
- China exposure of chip-equipment makers over time
- Capex race: TSMC, Samsung, Intel, Micron, SK hynix
- R&D spending: the top 10
- Hyperscaler capex intensity: capex as % of revenue
- Arm's royalty vs licence revenue
- Where chip sales are growing: growth by region
- Taiwan chip pulse: monthly revenue of TSMC, UMC, VIS, MediaTek and ASE
World & market
- The new oil: chips vs oil, cars and aircraft in world trade
- Global semiconductor sales, monthly
- Semiconductor sales by region
- Semiconductor market by product category
- Semiconductor equipment spending by year
- Hyperscaler capex per quarter
- Hyperscaler capex vs NVIDIA Data Center revenue
- Foundry capacity utilization: UMC and SMIC
Industry comparison
| Quarterly net salesQ2 2026 | €9.3B≈US$10.4B | Reported | ASMLQ2 2026 press releasePublished 15 Jul 2026 |
| Quarterly revenueQ3 FY2026 (ended 2 Aug 2026) | $29.6B (+86% y/y) | Reported | BroadcomPress release, headline bulletsPublished 2 Sep 2026 |
| Reported annual revenueFY2026 (ended 3 Sep 2026) | $133.2B | Reported | Micron TechnologyPress release, fiscal 2026 highlightsPublished 30 Sep 2026 |
| Quarterly revenueQ2 2026 (ended 27 Jun 2026) | $11.5B (+50% y/y) | Reported | AMDPress release, GAAP quarterly results tablePublished 4 Aug 2026 |
| Quarterly revenueQ2 2026 (ended 30 Jun 2026) | $40.2B (+33.7% y/y) | Reported | TSMCQ2 2026 earnings release, para. 3Published 16 Jul 2026 |
| Quarterly revenueQ2 FY2027 (ended 26 Jul 2026) | $96.2B (+106% y/y) | Reported | NVIDIAPress release, headline bulletsPublished 26 Aug 2026 |
| Reported annual revenueFY2026 (ended 25 Jan 2026) | $215.9B (+65%) | Reported | NVIDIAPress release, headline bulletsPublished 25 Feb 2026 |
| Q4 FY2026 revenue guidanceQ4 FY2026Company guidance, not a result. | ~$34.8B | Forecast | BroadcomPress release, guidancePublished 2 Sep 2026 |
| Global semiconductor salesCalendar 2025USD. SIA–Deloitte report states $791.7B (p. 32) | $795.6B | Reported | WSTSPDF p. 6Published 6 Mar 2026 |
| Logic chip salesCalendar 2025USD | $299.5B (+38.8%) | Reported | SIA, 2026 State of the U.S. Semiconductor IndustryPDF p. 6Published 2026 report |
| Memory chip salesCalendar 2025USD | $230.0B (+39.0%) | Reported | SIA, 2026 State of the U.S. Semiconductor IndustryPDF p. 6Published 2026 report |
| Projected global salesCalendar 2026WSTS projection. SIA press release 5 Oct 2026 says >$1.6T | $1.5T | Forecast | SIA, 2026 State of the U.S. Semiconductor IndustryPDF p. 6Published 2026 report |
| US-HQ companies' share of global salesCalendar 2025By company HQ; WSTS, Gartner, Omdia, SIA estimates | 53.4% ($425B) | Reported | SIA, 2026 State of the U.S. Semiconductor IndustryPDF p. 7Published 2026 report |
| AI data center semiconductor revenue2028Deloitte Research, excludes edge AI | >$1.2T | Forecast | SIA & Deloitte, Powering AIPDF p. 3, p. 31 fig. 15Published June 2026 |
| Global semiconductor sales (quarterly)Q3 2026USD, WSTS data | $517.7B (+24.1% q/q) | Reported | Semiconductor Industry Association (WSTS data)Press release, paragraph 1Published 3 Nov 2026 |
| Global semiconductor sales (monthly)September 2026USD, WSTS three-month moving average; +146.8% y/y, +7.9% m/m | $172.6B | Reported | Semiconductor Industry Association (WSTS data)Press release, paragraph 1Published 3 Nov 2026 |
| Global semiconductor sales (monthly)August 2026 | $159.7B | Reported | Semiconductor Industry AssociationPress release §1Published 5 Oct 2026 |
| Global semiconductor sales (quarterly)Q2 2026 | $403.3B (+35.1% q/q) | Reported | Semiconductor Industry AssociationPress release §1Published 6 Aug 2026 |
| R&D spend, US-HQ chip companiesCalendar 2025 | $76.8B (+10.3%) | Reported | SIA, 2026 State of the U.S. Semiconductor IndustryPDF p. 13Published 2026 report |
| US semiconductor exportsCalendar 2025 | $57.8B | Reported | SIA, 2026 State of the U.S. Semiconductor IndustryPDF p. 19Published 2026 report |
Read the numbers in context
This is a curated historical dataset, not a live market feed. Fiscal and calendar periods are explicitly labeled. Company revenue and total industry sales are not directly comparable market-share measures.
Our calculation policy
Calculations are labeled Silicon Analytica calculations and disclose their source inputs, formula and rounding. The annual-sales calculation uses the revised 2024 total; it is not a restatement of SIA’s original published growth rate.
Our forecast policy
Future estimates will show the publisher, forecast date, forecast period and assumptions. Unverified figures remain unpublished.