4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time

What happened: Global semiconductor sales surpassed $1 trillion through August for the first time, the Semiconductor Industry Association reported, with August sales of $159.7 billion. Key numbers: August sales $159.7 billion, up 8% from July's $147.9 billion and up 144.3% year over year from $65.4 billion. Q2 2026 sales $403.3 billion, Q1 $298.5 billion. SIA projects over $1.6 trillion by end of 2026. Why it matters: SIA said the market grew for an 18th consecutive month, with the Americas, Asia Pacific and China driving growth. The article names TSM, ADI, NVDA and MTSI as stocks to watch.

Global semiconductor sales surpassed $1 trillion through August for the first time, the Semiconductor Industry Association reported, with August sales of $159.7 billion.

SIA said the market grew for an 18th consecutive month, with the Americas, Asia Pacific and China driving growth. The article names TSM, ADI, NVDA and MTSI as stocks to watch.