Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Chart 31 · This quarter's big themes

Chip sales grew fastest in the Americas: up 192% in Sep 2026 from a year earlier

Sep 2026 vs Sep 2025

Sales growth, Sep 2026 vs Sep 2025, % (three-month moving average)Worldwide: +146.8% · $172.6B a month vs $69.9B (Calculated)Worldwide+146.8%$172.6B a month vs $6…Americas: +191.7% · $65.6B a month vs $22.5B (Calculated)Americas+191.7%$65.6B a month vs $22…Asia Pacific/All Other: +141.3% · $48.3B a month vs $20.0B (Calculated)Asia Pacific/All Other+141.3%$48.3B a month vs $20…China: +124.9% · $42.6B a month vs $18.9B (Calculated)China+124.9%$42.6B a month vs $18…Europe: +102.3% · $9.5B a month vs $4.7B (Calculated)Europe+102.3%$9.5B a month vs $4.7BJapan: +73.2% · $6.6B a month vs $3.8B (Calculated)Japan+73.2%$6.6B a month vs $3.8BSource: SIA/WSTS, Sep 2026 and Sep 2025 (released 3 Nov 2026) · y/y changes are Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/data/charts/chip-sales-growth-by-region
  • Calculated y/y change = current three-month moving average ÷ the same month a year earlier − 1, both from SIA tables.
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Sales in the Americas reached $65.6B a month in Sep 2026, +191.7% from $22.5B a year earlier; worldwide sales grew +146.8%.

The slowest region was Japan (+73.2%).

Regions follow where chips are delivered (SIA/WSTS billing location), so a region’s growth reflects where devices are assembled as well as where demand originates.

Related

Companies:NVIDIATSMCSamsung Electronics
Compare:NVIDIA vs AMDTSMC vs Samsung Electronics

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