U.S. Semiconductor Industry Poised for $1.5 Trillion Milestone as AI Fuels Record Chip Sales, $770 bn Investments and $76.8 bn R&D

The global semiconductor industry is entering an unprecedented expansion phase, driven by explosive demand for artificial intelligence (AI), high-performance computing and hyperscale data centers. According to the Semiconductor Industry Association (SIA), global semiconductor sales reached a record $795.6 billion in 2025 and are projected to surge to $1.5 trillion in 2026, representing 90 percent growth and marking the first time the industry surpasses the $1 trillion milestone.