Memory Revenue Powers Record Semiconductor Quarter in Early 2026

New Omdia data indicates the semiconductor market expanded 27% from the previous quarter to $319 billion in 1Q26, marking the strongest sequential gain in the firm's quarterly tracking history. Memory was the main growth engine, with revenue rising by more than 80% versus 4Q25. The report also says the industry has now delivered three straight quarters of double-digit growth and could exceed $700 billion in first-half revenue if momentum continues into 2Q26. For RamTrend, the key takeaway is that memory remains one of the biggest drivers of overall semiconductor expansion, supported by AI-related demand and ongoing supply-demand imbalances.