Omdia raises 2026 China semiconductor market forecast to $812 billion amid massive memory demand

A post from @zephyr_z9 is drawing attention to claims that Omdia raised its 2026 forecast for China's semiconductor market to $812 billion, with the discussion centering on claimed new wafer-production capacity and reported memory demand. The visible sourcing remains thin, so the safest read is still the attributed claim in the post and the source material it points to. For readers, that means focusing on what was claimed, who circulated it on X, and what still needs firmer confirmation before it is treated as settled.