Driven by global demand and regional growth, February 2026 saw semiconductor sales surge 61% YoY. Could this push annual industry revenues towards the trillion‑dollar mark?
Semiconductor sales globally reached $88.8 billion in February 2026, marking a 7.6% increase from January’s $82.5 billion and a 61.8% rise compared with February 2025, according to figures released by the Semiconductor Industry Association (SIA).
The data, compiled by the World Semiconductor Trade Statistics (WSTS) organisation, reflects a three‑month moving average.
Regionally, year‑on‑year growth was led by Asia Pacific/All Other, which rose 93.7% to $26 billion. China followed with a 62.9% increase to $23.9 billion, while the Americas posted a 59.2% rise to $29.7 billion. Europe recorded a 42.3% gain to $5.7 billion. Japan was the only market to decline, slipping 0.3% to $3.8 billion.
Month‑to‑month comparisons showed broad gains across most regions. Sales in the Americas rose 12.6% from January 2026; Europe increased 10%; Asia Pacific/All Other climbed 6.0%; China advanced 5%; and Japan edged up 3%.
The three‑month moving average also highlighted a momentum, with global sales rising 14.8% compared with the previous period. The Americas and China led with increases of 19.3% and 18.9%, respectively, while Asia Pacific/All Other grew 13.8%. Europe remained flat, and Japan declined 1.6%.
The industry now anticipates global sales could approach the $1 trillion mark by the end of 2026.
John Neuffer, SIA president and chief executive, said: “Global chip sales remained very strong in February, exceeding January’s totals and far outpacing sales from February of last year. Sales in the Asia-Pacific region, the Americas, and China were all major drivers of year-to-year growth.
“Strong global demand is expected to persist during the remainder of the year, with annual sales projected to reach roughly $1 trillion globally,” he reiterated.
