Semiconductor Market Monitor
Monthly global chip sales by region from World Semiconductor Trade Statistics (WSTS), alongside quarterly revenue for 15 major semiconductor companies extracted from their SEC filings. Market-level and company-level views of the industry that powers computing, AI, and the modern economy.
Global Market
Latest: Jun 2026Worldwide Semiconductor Sales (monthly, 3-month moving average)
$151.9B
+134.3%vs year agoTrailing 12 months
$1.15T
Americas
$53.3B
per month (3MMA)
Asia Pacific
$84.8B
per month (3MMA)
Europe
$8.2B
per month (3MMA)
Japan
$5.7B
per month (3MMA)
Monthly Chip Sales
Quarterly Company Revenue
Company Scale vs the Market
Trailing-12-month company revenue against trailing-12-month worldwide semiconductor sales (WSTS). Company totals can include non-semiconductor segments (e.g. Broadcom software) and equipment makers sell to fabs rather than into the chip market itself — bars are a scale comparison, not strict market share.
Company Fundamentals (15)
| Company | Segment | Latest Quarter | YoY | TTM Revenue | Net Margin | 5y Trend |
|---|---|---|---|---|---|---|
| NVIDIANVDA | GPU & AI accelerators | $81.6Bending Apr 2026 | +85.2% | $253.5B | 63.0% | |
| MicronMU | Memory (DRAM & NAND) | $41.5Bending May 2026 | +345.7% | $90.3B | 55.9% | |
| BroadcomAVGO | Networking & custom silicon | $22.2Bending May 2026 | +47.9% | $75.5B | 38.8% | |
| IntelINTC | CPU & foundry | $16.1Bending Jun 2026 | +25.4% | $57.0B | -19.8% | |
| QualcommQCOM | Mobile SoC & RF | $10.6Bending Mar 2026 | -3.5% | $44.5B | 22.3% | |
| AMDAMD | CPU & GPU | $10.3Bending Mar 2026 | +37.8% | $37.5B | 13.4% | |
| Applied MaterialsAMAT | Fab equipment | $7.9Bending Apr 2026 | +11.4% | $29.0B | 29.3% | |
| Lam ResearchLRCX | Fab equipment | $5.8Bending Mar 2026 | +23.8% | $21.7B | 30.9% | |
| Texas InstrumentsTXN | Analog & embedded | $5.5Bending Jun 2026 | +22.8% | $19.5B | 31.1% | |
| KLAKLAC | Process control | $3.4Bending Mar 2026 | +11.5% | $13.1B | 35.7% | |
| Analog DevicesADI | Analog & mixed-signal | $3.6Bending May 2026 | +37.2% | $12.7B | 26.0% | |
| NXP SemiconductorsNXPI | Automotive & IoT | $3.2Bending Mar 2026 | +12.2% | $12.6B | 21.0% | |
| MarvellMRVL | Data infrastructure | $2.4Bending May 2026 | +27.6% | $8.7B | 29.0% | |
| onsemiON | Power & sensing | $1.5Bending Apr 2026 | +4.7% | $6.1B | 9.5% | |
| MicrochipMCHP | Microcontrollers | $1.3Bending Mar 2026 | +35.1% | $4.7B | 4.9% |
Semiconductors as an Economic Indicator
Semiconductor sales are one of the most watched leading indicators for global manufacturing and technology demand. Chips sit at the start of the electronics supply chain — orders respond to expected demand for servers, phones, cars, and industrial equipment months before those products ship. The industry is also famously cyclical: inventory swings amplify demand changes into boom-bust cycles of roughly three to five years.
Since 2023, AI infrastructure spending has driven an unprecedented concentration of industry revenue into data-center silicon, visible in the divergence between AI-exposed companies and the analog, automotive, and industrial chipmakers on this page. Our analysis Is the Chip Boom Just NVIDIA? quantifies that concentration quarter by quarter.
What Does This Data Show?
The market view tracks monthly billings by region from WSTS, the industry body whose data underpins most published market-size figures. Values are three-month moving averages in US dollars. The company view tracks quarterly revenue and net income for 15 major US-listed semiconductor companies, extracted from 10-Q and 10-K XBRL filings on SEC EDGAR. Fourth-quarter values are derived as full-year minus the three reported quarters where companies do not file a separate Q4 income statement.
Reading Market vs Company Data Together
WSTS measures sales of semiconductors into the market, while company filings measure revenue of individual producers. The two diverge for good reasons: fiscal calendars differ from calendar quarters, some companies (Broadcom, NVIDIA) report meaningful non-chip revenue, and equipment makers (Applied Materials, Lam Research, KLA) sell fab tools to chipmakers rather than chips themselves — their orders lead the market cycle by several quarters, which is exactly what makes them worth watching.
Data Sources
Market data: World Semiconductor Trade Statistics, the cooperative of semiconductor companies that has compiled industry billings since 1986. Company data: SEC EDGAR XBRL company facts, updated after each quarterly filing.
Frequently Asked Questions
How big is the global semiconductor market?
Worldwide semiconductor sales totalled $1.15T over the trailing twelve months, based on WSTS monthly billings. The Americas and Asia Pacific are the largest regions by billings location, though most chips are ultimately consumed in products assembled in Asia.
Why is monthly data shown as a 3-month moving average?
WSTS publishes monthly billings as a three-month moving average to smooth out invoice timing between companies. This is the same convention used by the Semiconductor Industry Association (SIA) in its widely-quoted monthly press releases, which are based on WSTS data.
Why don't company revenues sum to the market total?
Three reasons: this page covers 15 US-listed companies, not the full industry (TSMC, Samsung, SK Hynix, and European chipmakers file elsewhere); some company revenue is not semiconductor sales (software, services, systems); and equipment makers sell to fabs, upstream of the chip market WSTS measures.
How fresh is the company data?
Company fundamentals update after each 10-Q or 10-K filing with the SEC — typically within a month of quarter end. Revenue history extends back to roughly 2008 for most companies. All values are as-reported in USD, including subsequent restatements.
Is the semiconductor cycle a leading indicator for the economy?
Chip orders lead electronics production, which leads consumer and enterprise demand. Global semiconductor sales growth has historically turned several months ahead of world trade volumes and manufacturing PMIs, making it a useful early signal for the goods economy — though the AI investment boom has partially decoupled the cycle from consumer electronics since 2023.
Market data: World Semiconductor Trade Statistics (WSTS), monthly billings by region, 3-month moving average. Company data: SEC EDGAR XBRL company facts, quarterly, as reported in 10-Q/10-K filings. Updated after each WSTS release and SEC filing.