Omdia raises 2026 memory semiconductor forecast by 94.1%

TL;DR: Omdia said its 2026 memory semiconductor revenue forecast increased by 94.1%, driven by AI-related demand. The firm said memory integrated circuits are now expected to account for more than 50% of total semiconductor revenue in 2026.

Omdia said its 2026 memory semiconductor revenue forecast rose by 94.1%, according to a report cited by Light Reading. The update links the increase to demand tied to artificial intelligence workloads.

Omdia said memory integrated circuits are now expected to make up more than 50% of total semiconductor revenue in 2026. The source excerpt did not provide a dollar value for the revised forecast.

Light Reading identified the item as a press release. The source provided did not include additional detail on product segments, company-level beneficiaries, or regional breakdowns.

Related questions

• What share of total semiconductor revenue does Omdia expect memory ICs to represent in 2026?
• By how much did Omdia increase its 2026 memory semiconductor forecast?
• What factor did Omdia cite for the forecast increase?