Singapore Semiconductor Market View

139 Views04 Jun 2026 14:02

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SUMMARY

Based on data provided by the World Semiconductor Trade Statistics (“WSTS”), worldwide semiconductor revenue rose by 79.2% to US$298.5 billion in 1Q 2026 from US$166.6 billion in 1Q 2025.
However, the impact of the growth in industry revenue may have been uneven across companies in the semiconductor supply chain.
Accordingly, we review the year-on-year (“y-o-y”) growth in different parts of the semiconductor industry and note that the growth of wafer shipments in 1Q 2026 and equipment billings in 4Q 2025 was softer than that of the worldwide industry revenue in the corresponding periods.

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