Component Price Landscape Q1 2026

Q1 2026 forecast lifts chip sales growth to 67%, led by surging memory revenue and strong AI customer demand for DRAM, NAND, GPUs, and MCUs.

The Q1 2026 forecast calls for topline semiconductor sales to soar 67% in 2026, up substantially from the 26% figure reported in the previous forecast at the end of Q4 2025. The ongoing datacenter investment boom continues to drive growth, with voracious demand for memory leading to shortages and record-high ASPs, which have supercharged revenue growth for related products, though solid growth in other segments is also contributing. Memory is expected to see explosive revenue growth of 207% this year, up from the already record-smashing number of 66% in the prior forecast, with high-performance DRAM (in particular HBM) and NAND both selling out faster than they can be manufactured. Logic is also selling well due to AI customers, who continue to purchase large numbers of GPUs, but is also seeing growth in MCUs and other logic.