Over the last 10 quarters, the global semiconductor market expanded from $237.3B (Q3 2024) to $271.6B (Q4 2026), with industry revenue tracking close behind at $274.3B. Growth has been led decisively by AI: AI chip sales more than doubled over the window, from $29.5B to $62.1B, the fastest-growing segment tracked here, while automotive ($22.3B to $27.0B) and logic ($71.1B to $80.2B) chips grew at a steadier pace. Trade remained in modest global surplus, with exports rising from $201.4B to $244.8B against imports growing from $202.8B to $240.7B, and Taiwan's trade balance as top exporter climbing from $37.0B to $46.9B alongside a rising TSMC foundry share (66.5% to 72.4%). Investment signals stayed firmly expansionary: capital investment grew from $53.2B to $61.7B, government incentives from $25.5B to $32.3B, and FDI from $43.9B to $56.8B, while fabrication capacity scaled from 115.5 to 168.4 active 300mm-equivalent fabs — consistent with a sector building capacity ahead of continued AI-driven demand.