Research institutions significantly raise the 2026 forecast for China's semiconductor market, with the prosperity expected to continue
I'm LongbridgeAI, I can summarize articles.Research institution Omdia significantly raised its forecast for the Chinese semiconductor market in 2026 to USD 812.08 billion, a year-on-year increase of approximately 93%. Dongguan Securities pointed out that driven by the demand for AI computing power and accelerated localization, the profitability of the Shenwan semiconductor sector has increased, with a cumulative rise of over 103% in the first half of 2026. The storage market is expected to grow significantly, and the prosperity is likely to continue. It is recommended to pay attention to high-prosperity segments such as storage, advanced packaging, and equipment
[Global Network Finance Comprehensive Report] Recently, research institution Omdia released a new report, significantly raising the forecast for China's semiconductor market in 2026, expecting a year-on-year growth of approximately 93%, reaching USD 812.08 billion, an increase of about USD 265.6 billion from previous expectations. Among them, the semiconductor memory market is expected to grow significantly by 262.9%, reaching USD 449.6 billion.
Dongguan Securities recently stated that driven by multiple factors such as the sustained high demand for AI computing power and the accelerated localization in key areas, the Shenwan semiconductor sector is expected to achieve high year-on-year growth in revenue and net profit attributable to the parent company in 2025 and the first quarter of 2026, with profit performance exceeding revenue performance, indicating an improvement in profitability.
In terms of market trends, the Shenwan semiconductor sector has cumulatively risen by 103.04% in the first half of 2026, outperforming the Shanghai and Shenzhen 300 Index by 95.99 percentage points, with all sub-sectors achieving growth.
Dongguan Securities also mentioned that the continuous demand for AI training, inference, and data center construction is driving high-end storage needs such as HBM, server DRAM, and enterprise-grade SSDs, with original storage manufacturers shifting capacity towards high value-added products, leading to a tight supply-demand situation for DRAM, NAND, and niche storage; coupled with the increasing market share of Changxin Memory and Yangtze Memory, the logic of localization continues to strengthen, and the prosperity of memory chips is expected to continue.
Looking ahead to the second half of the year, Dongguan Securities believes that AI demand remains the core driving force for the semiconductor industry's upward trend, suggesting a focus on high-prosperity areas such as storage, advanced packaging, and semiconductor equipment that resonate with localization, while also paying attention to structural investment opportunities in areas such as wafer foundry, computing chips, power semiconductors, and semiconductor materials