Global Semiconductor Sales Surge 27.2% Year-over-Year in October 2025 – WSTS Autumn Forecast Now Sees $772B in 2025 and $975B in 2026

The Semiconductor Industry Association (SIA) and World Semiconductor Trade Statistics (WSTS) reported continued strong expansion of the global semiconductor market through October 2025, with both monthly sales and long-term forecasts showing significant upward revisions.

In October 2025, global semiconductor industry sales reached $72.7 billion, representing a 4.7% increase from September 2025 ($69.5 billion) and a 27.2% rise compared to October 2024 ($57.2 billion). Monthly sales are compiled by WSTS as a three-month moving average.

Regionally, year-over-year growth in October was led by the Americas (+59.6%), followed by Asia Pacific/All Other (+24.8%), China (+18.5%), and Europe (+8.3%). Japan recorded a 10.0% decline. Month-to-month, sales increased in Asia Pacific/All Other (+7.2%), China (+4.4%), the Americas (+3.5%), Europe (+3.5%), and Japan (+0.6%).

For the first half of 2025, worldwide semiconductor sales totaled $346 billion, up 18.9% year-over-year, driven primarily by Logic (+37%), Memory (+20%), and Sensors (+16%). Analog and Micro each grew 4%, while Discretes fell 4% and Optoelectronics declined 0.5%.

The latest WSTS autumn 2025 forecast, endorsed by SIA on December 4, 2025, projects:
- 2025 global sales of $772.2 billion, reflecting 22.5% annual growth (revised upward from the spring estimate and the July figure of $728 billion...