Omdia's AMFT Q2 2026 China report projects the Chinese semiconductor market will expand 92.9% YoY to $812.1bn in 2026, an upward revision of $265.6bn (48.6%) versus its prior AMFT Q4 2025 update, which forecast $546.5bn (31.26% growth). Omdia also raised its 2026 China memory market forecast to 262.9% growth, taking market size to $449.6bn.