📊Executive Summary

The semiconductor industry is experiencing significant growth, driven by demand from AI infrastructure, high-performance computing, and automotive electronics. In 2025, global semiconductor exports reached $143.77 billion, marking a 5% increase from the previous year. The Semiconductor Industry Association reported that global semiconductor sales surged to $298.5 billion in Q1 2026, reflecting a 25% increase from Q4 2025. China emerged as the leading semiconductor exporter with $47.62 billion in exports, accounting for 33.5% of the global market share. This growth is supported by substantial investments in domestic manufacturing across various countries, including Japan and the USA, which are focusing on advanced semiconductor technologies. Procurement teams should monitor these trends closely as they indicate shifting dynamics in supply and demand within the semiconductor market....