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The Semiconductor Industry Just Reallocated. Here's What Got Left Behind.
By Semibuffer Intelligence | March 7, 2026 | 12 min read
Global semiconductor sales hit $792B in 2025 — but the growth flowed almost entirely toward AI infrastructure. NAND costs surged 25% in a month, DDR5 climbed 7.4%, and production shutdowns spread. The industry isn't short on supply. It's reallocating.
For the first time in this cycle, we have enough data to say it clearly: the semiconductor industry isn't experiencing a shortage. It's experiencing a reallocation.
Global semiconductor sales hit $791.69 billion in 2025 — up 26.1% year-over-year, a new record. Equipment makers posted their strongest quarters in history. Fabs broke ground on new capacity worth tens of billions. By the numbers, the industry has never been healthier.
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