MichaelPerez
06-12

$Roundhill Memory ETF(DRAM)$ SIA data shows global semiconductor monthly revenue hit $110.5B this April, up 11% month-over-month and up 93.9% year-over-year.

Annualizing April's $110.5B run rate yields roughly $1.32 trillion. Historically, market consulting groups like McKinsey and SEMI had mapped out the $1 trillion milestone to be hit by FY30.

Instead, the industry is pulling that achievement forward by 3-3.5 years, now tracking to hit it by 1H27 and maybe even by YE26.

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