Q2 2026 Market Insights 1 - Flipbook - Page 3
General Market Insights
Q2 2026 Outlook
The global semiconductor market remained heavily driven by AIrelated demand throughout Q2 2026, with strong investment continuing
across GPUs, high-bandwidth memory (HBM), advanced packaging, and
hyperscale data centre infrastructure. DRAM and NAND pricing continued
rising during the quarter as suppliers including Samsung Electronics, SK
hynix, and Micron Technology prioritised HBM production for AI servers,
resulting in tighter supply across legacy memory and selected industrialgrade components. Automotive and industrial semiconductor demand
also remained stable, although advanced-node foundry capacity, silicon
carbide supply, and AI networking lead times continued facing pressure
amid ongoing geopolitical and trade uncertainties. Looking ahead to Q3
2026, the market is expected to remain positive as cloud providers continue
expanding AI infrastructure investment, though higher memory pricing and
uneven supply recovery may continue affecting consumer electronics, PC,
and smartphone segments.
Key Objectives
Strong Investments
Price Rise
Q3 2026
Lead Times
