Semiconductor Industry Continues Strong Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Source: Newsfilter
- Significant Revenue Growth: According to Omdia's research, semiconductor revenue grew 27% in Q1 2026 from Q4 2025, reaching $319 billion, indicating sustained industry momentum, with expectations for 1H26 revenue to surpass $700 billion.
- Memory Market Outperformance: Memory revenue surged over 80% sequentially in Q1, with NAND revenue nearing $48 billion and increasing 96% QoQ, primarily driven by strong AI and data center demand, highlighting a robust recovery in the memory sector.
- Stable Non-Memory Market: Despite the strong performance of the memory market, non-memory semiconductor revenue grew only 2% in Q1, consistent with historical patterns, reflecting seasonal declines in components like microcontrollers and optics, indicating overall market stability.
- Optimistic Future Outlook: The semiconductor market is expected to continue growing in Q2 2026, with growth rates lower than Q1 but still projected to exceed 20% sequentially, demonstrating strong ongoing demand for semiconductors and the potential for annual revenue to surpass $1 trillion.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.860
Low
10.00
Averages
11.67
High
15.00
Current: 3.860
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Semiconductor Industry Continues Strong Growth
- Significant Revenue Growth: According to Omdia's research, semiconductor revenue grew 27% in Q1 2026 from Q4 2025, reaching $319 billion, indicating sustained industry momentum, with expectations for 1H26 revenue to surpass $700 billion.
- Memory Market Outperformance: Memory revenue surged over 80% sequentially in Q1, with NAND revenue nearing $48 billion and increasing 96% QoQ, primarily driven by strong AI and data center demand, highlighting a robust recovery in the memory sector.
- Stable Non-Memory Market: Despite the strong performance of the memory market, non-memory semiconductor revenue grew only 2% in Q1, consistent with historical patterns, reflecting seasonal declines in components like microcontrollers and optics, indicating overall market stability.
- Optimistic Future Outlook: The semiconductor market is expected to continue growing in Q2 2026, with growth rates lower than Q1 but still projected to exceed 20% sequentially, demonstrating strong ongoing demand for semiconductors and the potential for annual revenue to surpass $1 trillion.
See More
Global TV Shipments Rise 6% Year-on-Year
- Shipment Growth: According to Omdia, global TV shipments increased by 6% year-on-year to 50.3 million units in Q1 2026, primarily driven by retailers boosting inventory ahead of the upcoming World Cup, indicating strong market demand for new products.
- Regional Performance Variance: All regions except Mainland China experienced year-on-year growth, with Asia-Pacific and Latin America growing by 13% and 12% respectively, highlighting the significant role of developing economies in the global market amid weak demand in China.
- North American Market Dynamics: Despite being a highly saturated market, North America saw an 11% increase in shipments, largely due to the U.S. co-hosting the World Cup, prompting aggressive TV promotions by retailers, with intense competition exemplified by Walmart's strategic focus on Vizio OS.
- Rise of RGB LED Technology: RGB LED TVs shipped only 39,400 units in Q1 2026, but shipment volumes are expected to accelerate rapidly with more models being introduced ahead of the World Cup, particularly in the Chinese market where TCL and Hisense have led early adoption.
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Global Online Video Subscriptions Surge 17.6% in 2025
- Surge in Subscriptions: By the end of 2025, global online video subscriptions reached 2.24 billion, marking a 17.6% year-on-year increase, the largest annual rise since 2021, driven primarily by subsidized ad-tier subscriptions from telcos and pay-TV operators, indicating strong market demand for lower-cost options.
- Revenue Overtakes Pay-TV: In 2025, online video revenue surpassed pay-TV for the first time, reaching $176 billion with a 13.5% increase, while pay-TV revenue declined by 4% to $170 billion, highlighting the revenue potential of the online video market and its implications for future investment strategies.
- Market Maturity Shift: Subscription growth is expected to slow to 5.6% in 2026, reflecting a maturing market; although low-cost ad-tier options attracted many new users, platforms will likely focus on maximizing revenue from existing clients through price increases for non-ad-supported tiers in the long term.
- Changing Industry Trends: Online video platforms are shifting from pursuing subscriber growth to optimizing revenue from their existing customer base, a trend expected to persist; while low-price strategies are effective in the short term, future growth will face challenges as markets approach saturation.
See More
Global Data Center Investment to Reach $1.6 Trillion
- Investment Surge: Global data center investment is projected to approach $1.6 trillion by 2030, indicating strong market demand for AI infrastructure, prompting enterprises to increase capital expenditures to enhance competitiveness.
- AI Factory Market Transformation: Defined by Omdia, the AI Factory represents a new type of heavy industrial infrastructure focused on intelligence production, marking a shift of data centers from business support to digital product manufacturing, thereby increasing capital intensity and engineering complexity in the industry.
- Shifting Market Dynamics: As enterprises confront a 'Zombie GPU' effect, compute budgets have been frozen, with evaluation metrics shifting to Time-to-First-Token and vector retrieval speed, reporting a 12x speed-up in vector indexing and a 75% reduction in API and compute redundancy costs.
- Rise of Regional Operations: Regulatory frameworks such as the EU AI Act are driving requirements for sensitive data to remain within physically isolated facilities, elevating regional operators like G42 from cabinet landlords to physical gatekeepers of national-level data.
See More
US Smartphone Shipments Decline 3% in Q1 2026
- Market Shipment Decline: According to Omdia's latest research, US smartphone shipments fell 3% year-over-year to 33.4 million units in Q1 2026, primarily influenced by an elevated inventory build-up in Q1 2025, indicating weakened market demand.
- Apple's Strong Performance: Despite a 3% year-over-year decline in shipments, Apple maintained its leading position, with the iPhone 17 series accounting for 70% of its shipments, supported by aggressive iPhone 15 prepaid promotions that bolstered demand in lower price tiers, showcasing its competitive edge in the premium market.
- Motorola's Growth: Motorola was the only major vendor to experience growth in Q1 2026, with an 18% year-over-year increase in shipments driven by the strong performance of the Moto G portfolio, indicating its successful appeal to consumers in a competitive landscape.
- Increased Pressure on Mid-Range Market: In Q1 2026, shipments in the $300–599 mid-range segment declined by 19%, while the $600–799 segment fell by 6%, highlighting the impact of rising costs and selective carrier subsidies on consumer purchasing decisions in the mid-tier market.
See More
Europe's Smartphone Market Grows 2% in Q1 2026 Amid Supply Challenges
- Market Growth Trend: In Q1 2026, Europe's smartphone market (excluding Russia) reached 33 million units, reflecting a 2% year-on-year growth, demonstrating resilience amid rising supply costs and availability bottleneck risks, supported by healthy consumer demand.
- Samsung Leads the Market: Samsung maintained its position as Europe's largest smartphone vendor with 12.6 million units shipped, a 3% increase, driven by effective discounting strategies for the Galaxy A16 4G, despite delays in launching the Galaxy S26, A57, and A37 impacting overall volume.
- Strong Performance by Apple: Apple saw a 9% increase in iPhone shipments to 8.8 million units, primarily fueled by robust demand for the iPhone 17 series and enhanced mid-range coverage from the iPhone 15 and iPhone 16e, indicating strong brand resilience despite fewer discounts compared to previous years.
- Xiaomi Faces Challenges: Xiaomi's shipments declined by 15% to 4.5 million units, directly impacted by supply chain issues; however, its average selling price rose by 21%, indicating strong performance in the premium segment, particularly in markets like France, Germany, and Spain.
See More
Semiconductor Industry Continues Strong Growth
- Significant Revenue Growth: According to Omdia's research, semiconductor revenue grew 27% in Q1 2026 from Q4 2025, reaching $319 billion, indicating sustained industry momentum, with expectations for 1H26 revenue to surpass $700 billion.
- Memory Market Outperformance: Memory revenue surged over 80% sequentially in Q1, with NAND revenue nearing $48 billion and increasing 96% QoQ, primarily driven by strong AI and data center demand, highlighting a robust recovery in the memory sector.
- Stable Non-Memory Market: Despite the strong performance of the memory market, non-memory semiconductor revenue grew only 2% in Q1, consistent with historical patterns, reflecting seasonal declines in components like microcontrollers and optics, indicating overall market stability.
- Optimistic Future Outlook: The semiconductor market is expected to continue growing in Q2 2026, with growth rates lower than Q1 but still projected to exceed 20% sequentially, demonstrating strong ongoing demand for semiconductors and the potential for annual revenue to surpass $1 trillion.
See More
Global TV Shipments Rise 6% Year-on-Year
- Shipment Growth: According to Omdia, global TV shipments increased by 6% year-on-year to 50.3 million units in Q1 2026, primarily driven by retailers boosting inventory ahead of the upcoming World Cup, indicating strong market demand for new products.
- Regional Performance Variance: All regions except Mainland China experienced year-on-year growth, with Asia-Pacific and Latin America growing by 13% and 12% respectively, highlighting the significant role of developing economies in the global market amid weak demand in China.
- North American Market Dynamics: Despite being a highly saturated market, North America saw an 11% increase in shipments, largely due to the U.S. co-hosting the World Cup, prompting aggressive TV promotions by retailers, with intense competition exemplified by Walmart's strategic focus on Vizio OS.
- Rise of RGB LED Technology: RGB LED TVs shipped only 39,400 units in Q1 2026, but shipment volumes are expected to accelerate rapidly with more models being introduced ahead of the World Cup, particularly in the Chinese market where TCL and Hisense have led early adoption.
See More
Global Online Video Subscriptions Surge 17.6% in 2025
- Surge in Subscriptions: By the end of 2025, global online video subscriptions reached 2.24 billion, marking a 17.6% year-on-year increase, the largest annual rise since 2021, driven primarily by subsidized ad-tier subscriptions from telcos and pay-TV operators, indicating strong market demand for lower-cost options.
- Revenue Overtakes Pay-TV: In 2025, online video revenue surpassed pay-TV for the first time, reaching $176 billion with a 13.5% increase, while pay-TV revenue declined by 4% to $170 billion, highlighting the revenue potential of the online video market and its implications for future investment strategies.
- Market Maturity Shift: Subscription growth is expected to slow to 5.6% in 2026, reflecting a maturing market; although low-cost ad-tier options attracted many new users, platforms will likely focus on maximizing revenue from existing clients through price increases for non-ad-supported tiers in the long term.
- Changing Industry Trends: Online video platforms are shifting from pursuing subscriber growth to optimizing revenue from their existing customer base, a trend expected to persist; while low-price strategies are effective in the short term, future growth will face challenges as markets approach saturation.
See More
Global Data Center Investment to Reach $1.6 Trillion
- Investment Surge: Global data center investment is projected to approach $1.6 trillion by 2030, indicating strong market demand for AI infrastructure, prompting enterprises to increase capital expenditures to enhance competitiveness.
- AI Factory Market Transformation: Defined by Omdia, the AI Factory represents a new type of heavy industrial infrastructure focused on intelligence production, marking a shift of data centers from business support to digital product manufacturing, thereby increasing capital intensity and engineering complexity in the industry.
- Shifting Market Dynamics: As enterprises confront a 'Zombie GPU' effect, compute budgets have been frozen, with evaluation metrics shifting to Time-to-First-Token and vector retrieval speed, reporting a 12x speed-up in vector indexing and a 75% reduction in API and compute redundancy costs.
- Rise of Regional Operations: Regulatory frameworks such as the EU AI Act are driving requirements for sensitive data to remain within physically isolated facilities, elevating regional operators like G42 from cabinet landlords to physical gatekeepers of national-level data.
See More
US Smartphone Shipments Decline 3% in Q1 2026
- Market Shipment Decline: According to Omdia's latest research, US smartphone shipments fell 3% year-over-year to 33.4 million units in Q1 2026, primarily influenced by an elevated inventory build-up in Q1 2025, indicating weakened market demand.
- Apple's Strong Performance: Despite a 3% year-over-year decline in shipments, Apple maintained its leading position, with the iPhone 17 series accounting for 70% of its shipments, supported by aggressive iPhone 15 prepaid promotions that bolstered demand in lower price tiers, showcasing its competitive edge in the premium market.
- Motorola's Growth: Motorola was the only major vendor to experience growth in Q1 2026, with an 18% year-over-year increase in shipments driven by the strong performance of the Moto G portfolio, indicating its successful appeal to consumers in a competitive landscape.
- Increased Pressure on Mid-Range Market: In Q1 2026, shipments in the $300–599 mid-range segment declined by 19%, while the $600–799 segment fell by 6%, highlighting the impact of rising costs and selective carrier subsidies on consumer purchasing decisions in the mid-tier market.
See More
Europe's Smartphone Market Grows 2% in Q1 2026 Amid Supply Challenges
- Market Growth Trend: In Q1 2026, Europe's smartphone market (excluding Russia) reached 33 million units, reflecting a 2% year-on-year growth, demonstrating resilience amid rising supply costs and availability bottleneck risks, supported by healthy consumer demand.
- Samsung Leads the Market: Samsung maintained its position as Europe's largest smartphone vendor with 12.6 million units shipped, a 3% increase, driven by effective discounting strategies for the Galaxy A16 4G, despite delays in launching the Galaxy S26, A57, and A37 impacting overall volume.
- Strong Performance by Apple: Apple saw a 9% increase in iPhone shipments to 8.8 million units, primarily fueled by robust demand for the iPhone 17 series and enhanced mid-range coverage from the iPhone 15 and iPhone 16e, indicating strong brand resilience despite fewer discounts compared to previous years.
- Xiaomi Faces Challenges: Xiaomi's shipments declined by 15% to 4.5 million units, directly impacted by supply chain issues; however, its average selling price rose by 21%, indicating strong performance in the premium segment, particularly in markets like France, Germany, and Spain.
See More
