Survey: 54% of Semiconductor Firms Expect Over 10% Revenue Growth Amid AI Demand Expansion

KPMG today released its "2026 Global Semiconductor Industry Survey," based on interviews with 151 senior executives in the semiconductor industry, investigating aspects such as the industry ecosystem and financial operations. Benefiting from the continued expansion of demand for artificial intelligence (AI) and data centers, 54% of surveyed companies expect their revenue to grow by 11% or more.

The survey shows that despite ongoing geopolitical and resource risks, overall confidence is rising. The confidence index increased from 59 in 2025 to 63 in 2026, marking the third-highest level in 21 years. This year, the global semiconductor market is projected to reach $1 trillion, with logic chips and memory showing the strongest growth momentum, primarily driven by expanding AI and data center needs.

The survey indicates that 54% of surveyed companies expect revenue growth of 11% or more, with key strategies including expanding recruitment, upgrading information systems, and pursuing mergers and acquisitions. However, 58% of respondents still anticipate that uncertainty in customer demand will have a significant impact on operations.

Jasper Chen, Deputy COO of KPMG's Advisory division, stated that as AI-driven computing demand grows, the semiconductor industry is responding with process upgrades and capital investment. M&A has thus become a crucial strategy for companies to accelerate the acquisition of key technical talent, increase production sites, and expand their market footprint.

Chen explained that in an environment where AI application fields are rapidly expanding and geopolitical pressures are causing supply chain shifts, strategic M&A with integration capabilities and industry resilience will help companies strengthen their long-term competitive advantage and strategic positioning in the global supply chain.

The survey shows that 45% of respondents list improving the supply chain's ability to adjust and respond quickly to changes as a top priority. Additionally, whether the industry can secure an adequate energy supply is increasingly becoming a critical factor affecting growth. In manufacturing, for example, 34% of respondents are concerned about whether their facilities will have sufficient power in the next three years.

Will Lee, Head of KPMG's Technology, Media & Telecommunications practice, explained that for Taiwan's semiconductor industry, the supply chain competition has shifted from a cost-oriented approach to a focus on speed and resilience. Facing uncertainties in energy, critical materials, and geopolitics, Taiwanese companies are demonstrating high adaptability through diversified sourcing, local backup, and technological upgrades, continuously solidifying their key role in the global supply chain.

Furthermore, Deloitte today released its "2026 Banking and Capital Markets Outlook" report, which points out that as AI applications move from single-point adoption to large-scale implementation, the focus of competition in the banking industry has shifted from past products and channels to the role within the payment ecosystem, data governance capabilities, and overall governance maturity.

Cynthia Liu, Deloitte's Banking & Capital Markets Leader, said that the banking industry is simultaneously facing multiple intertwined transformations. The development of stablecoins is redefining the flow of funds, while AI vision and roadmaps are gradually promoting fully AI-enabled operating models.

Liu reminded that the key to establishing a competitive advantage in the future lies in whether financial firms can clarify their role in the payment ecosystem and, with high-quality data governance and information security architecture at the core, scale AI from scattered applications to enterprise-wide implementation to amplify synergies in operational efficiency and risk control.