Looking ahead to 2026, AI, industrial and automotive semiconductors will continue to dominate market growth.

The global semiconductor market staged a robust recovery in 2025, emerging as the core growth engine of the technology industry. According to projections from the World Semiconductor Trade Statistics (WSTS), the global semiconductor market size is expected to reach $697.184 billion in 2025, representing an 11.2% year-on-year growth.

Shen Weizhong, President of WPG Merchants China, stated that the strong growth of the semiconductor market in 2025 stems from the new vitality released by the positive interaction between supply and demand sides, and is also a positive outcome of technological integration and supply chain model innovation. As a leading global distributor of semiconductor components, WPG delivered standout performance amid the industry recovery wave, underpinned by its precise market layout and technology empowerment: its consolidated revenue in the first three quarters hit NT$743.75 billion, up 14.6% year-on-year; and its net profit in the third quarter (Q3) exceeded NT$5 billion for the first time, setting a new all-time high.

Three Core Segments Synergize to Drive Sustained Performance GrowthIn 2025, WPG achieved record-high monthly revenue for multiple times, with growth momentum mainly fueled by key segments including AI, industrial and automotive sectors.

In the AI field, benefiting from the rapid development of generative AI, iterative demand for electronic components such as traditional servers, AI servers, power supplies, personal computers (PCs), notebook computers (NBs) and memory has seen a significant uptick. This not only serves as the core engine propelling the global semiconductor industry back onto the growth track, but also acts as a crucial pillar supporting WPG’s performance growth. Shen Weizhong pointed out that GPUs, FPGAs and dedicated AI accelerators are the core sources of computing power, and WPG has now completed the comprehensive layout of AI-related product lines from leading manufacturers. Meanwhile, WPG has keenly observed that the large-scale application of generative AI is extending from the cloud to the edge, with the penetration rate of products like AI servers, AI notebook computers and AI smartphones rising rapidly. In response to this trend, WPG optimizes the supply chain by collaborating with upstream original manufacturers, providing downstream customers with one-stop services spanning from chip selection to solution implementation—not only offering chip hardware support, but also focusing on “software-hardware integration” to facilitate the intelligent transformation of multiple industries including industrial, energy and transportation sectors.

In the industrial market segment, WPG actively expands its footprint in high-growth tracks such as industrial automation and energy infrastructure, delivering high-performance and high-reliability semiconductor solutions tailored to core demands including industrial robots, edge computing devices, and power & energy systems. Shen Weizhong noted that WPG has deeply rooted itself in the industrial market for over two decades, and intelligent upgrading is the core future direction of the industry. Currently, WPG has established strategic partnerships with a number of industrial equipment manufacturers, providing full-stack semiconductor solutions for application scenarios such as the Industrial Internet of Things (IIoT), intelligent robots and smart manufacturing.

The automotive market has become one of the fastest-growing segments for WPG. Shen Weizhong indicated that the dual trends of electrification and intelligence are driving a surge in demand for automotive semiconductors: in the electrification domain, as the penetration rate of new energy vehicles continues to climb, demand for power devices such as silicon carbide (SiC) and gallium nitride (GaN) has grown substantially; in the intelligence domain, WPG has forged strategic partnerships with a number of mainstream domestic and foreign automakers, providing comprehensive semiconductor solutions for applications like intelligent driving and connected vehicles. Meanwhile, through its “IPO Customized Supply Chain” model, WPG directly connects automakers and chip manufacturers, which not only shortens the development cycle but also enhances the customized service capability for automotive-grade chips.

Innovation-Driven Sustainable Growth, Supply Chain Resilience as a Key Competitive EdgeLooking ahead to 2026, AI, industrial and automotive semiconductors will remain the dominant drivers of market growth. On the technological front, AI inference chips will evolve toward low power consumption and high computing power; in the industrial sector, the deep integration of AI with industrial control and data analysis will accelerate, propelling smart manufacturing to a higher level; automotive semiconductors will continue to benefit from the upgrade of autonomous driving levels and the popularization of 800V high-voltage platforms.

Faced with industry opportunities, Shen Weizhong believes that supply chain resilience will become the core competitiveness of enterprises. In 2026, WPG will continue to advance digital transformation, leveraging its intelligent warehousing platform and a team of highly skilled engineers to strengthen its full-chain service capabilities from design to logistics. Meanwhile, WPG attaches great importance to the growth and market influence of “domestic chips”. Through localized cooperation, technology empowerment and ecological co-construction, WPG helps the Chinese semiconductor industry shift from “following” to “leading”, opening up new avenues in global competition.