根据Omdia发布的报告，2026年第二季度全球半导体营收突破4250亿美元，再创历史新高，该市场环比增幅达到创纪录的31.4%。人工智能需求以及存储芯片价格坚挺持续主导市场走势，推动2026年上半年半导体总营收达到7520亿美元。
本次31.4%的环比增速超过2026年第一季度29.2%的前一环比增长纪录。自Omdia从2002年第一季度开始追踪半导体市场以来，在统计的97个季度当中，仅有10个季度实现营收环比增幅超10%。从2025年第三季度起的最近四个季度，均实现两位数环比增长，预计2026年第三季度将延续这一态势。
存储芯片依旧是增长的核心驱动力，同时其他半导体元器件的增长也超出季节性规律，共同助推市场强劲向好。
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