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Will Omdia publish its 3Q26 global semiconductor revenue report before 2027-01-01 with revenue above US$425 billion?

probability 83% deadline 2026-12-31 (58d left) Market

Posted 2026-11-02 — 59 days before the deadline, stated before the outcome.

Omdia is a market intelligence firm that issues quarterly reports on worldwide semiconductor industry revenue. Its 2Q26 edition recorded a total of US$425 billion. The claim addresses the timing and revenue figure of the following quarterly edition.

The claim

Omdia will publish its 3Q26 global semiconductor revenue report before 2027-01-01, reporting revenue above the 2Q26 record of US$425 billion.

Reasoning trace

  1. AI demand drove 2Q26 global semiconductor revenue to a record US$425 billion, per Omdia
  2. SK hynix reported a 632% surge in Q3 operating profit on AI demand, signaling continued strength
  3. Omdia compiles quarterly semiconductor revenue data and typically releases the report about 2.5 months after quarter end
  4. The 3Q26 report will show revenue above the 2Q26 record

Evidence so far

10 confirming · 0 denying signals · 4 verified · 1 broken assumptions. The evidence itself is part of the full dossier.

Probability history

Updated 2 times since mint (last on 2026-11-03) — 61% at mint → 83% today.

The full dossier behind this prediction — the evidence trail, the risk analysis, the monetization scenarios — is available on request: [email protected].

Probabilities are calibrated against the system's own resolved history; after the deadline the outcome is resolved and audited — including the calls we get wrong. Nothing on this page is investment advice.