India, Aug. 20 -- As one of the dominant players in the AI sector, China is set to embark on large-scale AI infrastructure buildouts throughout 2026. The Computing & Data Storage Categories are projected to grow by 126% year-on-year, accounting for 62.9% of the total application market.

By comparison, the global semiconductor market is expected to surpass $1.6 trillion in 2026, with Computing & Data Storage representing 60.7% of the total. This indicates that China's semiconductor industry is evolving in lockstep with global trends, fully entering an AI-driven technological era.

Sharp upgrade to China semiconductor market forecast

According to the latest findings from Omdia's AMFT - China Region: Semiconductor Application Market Foreca...