The Semiconductor Industry Association reported that worldwide semiconductor sales increased 35.1% quarter-over-quarter to $403.3 billion in Q2’26 (most recent quarterly data). Global sales totaled $134.5 billion in June (three-month moving average), up 123.6% year-over-year. On a total-return basis, the Philadelphia Semiconductor Index climbed 63.2% year-to-date through October 21, 2026, versus 25.1% for the S&P 500 Information Technology Index and 14.3% for the S&P 500 Index, according to Bloomberg data.