Global Semiconductors and Semiconductor Capital Equipment: Global Semis: May 2026 WSTS Tracker - Sales 16.1% MoM, above typical (8.5% MoM) & +118.8% YoY on continued memory strength

Research evidence excerpt

Global Semiconductors and Semiconductor Capital Equipment: Global Semis: May 2026 WSTS Tracker - Sales 16.1% MoM, above typical (8.5% MoM) & +118.8% YoY on continued memory strength

6 July 2026

Global Semiconductors and Semiconductor Capital Equipment

Global Semis: May 2026 WSTS Tracker - Sales 16.1% MoM,

above typical (8.5% MoM) & +118.8% YoY on continued memory

strength

On Friday the SIA published its monthly WSTS report, which tracks sales, units and ASPs Stacy A. Rasgon, Ph.D.

+1 213 559 5917 across the semiconductor industry, and provides details by products, end markets, and

stacy.rasgon@bernsteinsg.com geographies. The recent report includes data up to and including May 2026.

Mark Li Total semiconductor sales grew 118.8% YoY in May after rising 106.4% in April. YoY

+852 2123 2645 strength was again dominated by memory with sales more than quadrupling at 325.7% YoY,

mark.li@bernsteinsg.com

driving ~$200B in incremental revenue YTD and with memory pricing alone driving ~2/3 of

overall industry growth since the beginning of the year. Excluding memory, sales were still Qingyuan Lin, Ph.D.

+852 2123 2654 up strongly at 34.0% YoY.

qingyuan.lin@bernsteinsg.com

Total semiconductor sales MoM were above typical seasonality, up 16.1% versus the

David Dai, CFA historical May average of +8.5% MoM. On a MoM basis as-reported, product group

+852 2918 5704

david.dai@bernsteinsg.com performance was generally worse to in line with seasonal patterns.

DSP (3.3% vs. typical -2.5%) and NAND (40.7% vs. typical 26.0%) were better than typical Aleksander Peterc

+33 1 57 29 45 25 MoM patterns. Discretes (-4.9% vs. typical 2.7%), Optoelectronics (-10.8% vs. typical

aleksander.peterc@bernsteinsg.com -6.3%), Sensors & Actuators (-0.8% vs. typical 2.4%), Analog Std Linear (-5.4% vs. typical