AI demand keeps semiconductor forecasts elevated, with DRAM tied to the upside

The report says global semiconductor revenue is projected to rise sharply in 2026 to about $1.5 trillion, then grow again in 2027 to nearly $1.9 trillion. The framing is centered on an AI-driven supercycle, a demand pattern that usually increases the need for server memory, high-capacity DRAM, and advanced packaging around accelerators. For memory buyers, the important signal is not only total chip revenue growth, but the persistence of AI infrastructure demand that can keep high-end DRAM supply tight while suppliers prioritize premium products.