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◆ TESSARA JULY 23, 2026 Global chip sales are surging $111B PER MONTH +24.4% MoM · +93.9% YoY WSTS monthly global semiconductor sales, the broadest read on chip demand. $0.0B $20B $40B $60B $80B $100B Prior peak $89B Breakout Nov '24 May '25 Oct '25 Apr '26 tessara.tech Source: SIA

Global chip sales are surging

Worldwide semiconductor sales have climbed about 62% in a year to roughly $89B a month. SIA monthly sales are the broadest read on chip demand, the top of the funnel for everything the AI build consumes.
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