Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Chart 4 · World & market

Memory is forecast to overtake logic as the largest chip category in 2026, at $803.9B

2025 actual · 2026 forecast

US$, 2025 actual (solid) and 2026 WSTS forecast (dashed)2025 actual2026 forecastLogic: $299.5B (Reported) · 2026 forecast: $411.4BLogic$299.5B$411.4BMemory: $230.0B (Reported) · 2026 forecast: $803.9BMemory$230.0B$803.9BAnalog: $86.5B (Reported) · 2026 forecast: $95.4BAnalog$86.5B$95.4BMicro: $84.9B (Reported) · 2026 forecast: $101.7BMicro$84.9B$101.7BOptoelectronics: $43.0B (Reported) · 2026 forecast: $44.2BOptoelectronics$43.0B$44.2BDiscrete semiconductors: $30.7B (Reported) · 2026 forecast: $33.2BDiscrete semiconductors$30.7B$33.2BSensors: $20.9B (Reported) · 2026 forecast: $21.5BSensors$20.9B$21.5BSource: WSTS Spring 2026 Semiconductor Market Forecast (Jun 2026) · 2026 values are WSTS forecastsSilicon Analyticasiliconanalytica.com/data/charts/semiconductor-market-by-product
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WSTS puts the 2025 chip market at $795.6B, with logic the largest category at $299.5B.

Its forecast for 2026 is $1.5T, led by memory at $803.9B.

Forecast bars are WSTS's projections from its spring 2026 forecast, not results.

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