# Silicon Cycle

The $1.5 Trillion Threshold: How AI and Memory Pricing Are Reshaping the Global Silicon Economy

J.P. Morgan forecasts global semiconductor revenue to reach $1.5 trillion by 2026, fueled by the dual engines of AI infrastructure demand and surging memory prices. While the industry sees triple-digit year-on-year revenue growth, the recovery remains uneven, with high-end AI components far outperforming traditional analog and industrial chips.