Global semiconductor sales reached $403.3 billion in the second quarter of 2026, a 33.1% jump from the prior quarter, according to the Semiconductor Industry Association. June sales alone totaled $134.5 billion, up 9.7% month-over-month and 123.6% year-over-year, marking 16 consecutive months of growth. SIA President and CEO John Neuffer said global chip sales are expected to exceed $1.5 trillion in 2026. The article highlights four stocks with strong earnings growth potential: Micron Technology, NVIDIA, Texas Instruments, and Taiwan Semiconductor Manufacturing Company, all of which have seen positive earnings estimate revisions over the past 60 days.
