On June 26 at the 2026 China (Shenzhen) Integrated Circuit Summit, Wang Junjie, executive secretary-general of the China Semiconductor Industry Association, said China’s integrated-circuit industry in Q1 departed from normal cyclical behavior, with 2

2026-06-26

On June 26 at the 2026 China (Shenzhen) Integrated Circuit Summit, Wang Junjie, executive secretary-general of the China Semiconductor Industry Association, said China’s integrated-circuit industry in Q1 departed from normal cyclical behavior, with 2026 starting at a peak and shipments nearly flat with Q4 2025. Domestic IC manufacturing unusually led sector growth in Q1. Latest institutional estimates project the global semiconductor market could top $1.5 trillion this year. The industry nonetheless shows structural supply–demand imbalances: memory makers’ profits surged, foundry and packaging/test saw concurrent volume and price gains, while handset OEMs face margin pressure.