# foundries

Global Chip Sales Surge in January as AI and Cloud Demand Drive a 46% Yearly Jump

Global semiconductor sales rose to $82.54 billion in January 2026, up 46.1% year‑on‑year and 3.7% month‑on‑month, driven largely by AI‑related demand and broader market restocking. The rise strengthens revenues for chipmakers and equipment suppliers but is tempered by cyclical risk and geopolitical considerations that will influence capacity and supply chains.