---
title: "AI boom fuels chip sales surge while photonics gains traction"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295265717.md"
description: "Global semiconductor revenue surged 35% to $403.3 billion in Q2 2026, driven by AI infrastructure demand. AI-induced shortages in DRAM and NAND are raising device prices by up to 30%, with 2027 capacity already sold. Meanwhile, Nvidia and ETF issuers are investing billions in photonics to address AI networking bottlenecks, marking a new growth frontier."
datetime: "2026-08-07T18:14:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295265717.md)
  - [en](https://longbridge.com/en/news/295265717.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295265717.md)
generator: "portal-rs"
---

# AI boom fuels chip sales surge while photonics gains traction

Record chip sales: Global semiconductor revenue surged 35% in Q2 2026 to $403.3 billion, with AI infrastructure demand driving gains across all regions. Memory crunch impact: AI-driven DRAM and NAND shortages are raising device prices by up to 30%, with 2027 capacity already sold to major enterprise buyers. Photonics investment wave: Nvidia and ETF issuers are betting billions on light-based data transfer to solve AI networking bottlenecks, signaling a new growth frontier.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**