Worldwide semiconductor revenue reached $793 billion in 2025, marking a 21 percent year-on-year increase, according to preliminary data from Gartner.
The surge was largely driven by AI semiconductors, including processors, high-bandwidth memory (HBM), and networking components, which together accounted for nearly one-third of total semiconductor sales. Gartner forecasts that AI infrastructure spending will exceed $1.3 trillion in 2026, further fueling demand for semiconductors.
Among the top vendors, NVIDIA strengthened its leadership position, surpassing $100 billion in semiconductor sales for the first time and contributing to over 35 percent of total market growth in 2025. NVIDIA’s revenue reached $125.7 billion, up 63.9 percent from 2024, securing a 15.8 percent market share. Samsung Electronics remained the second-largest vendor with $72.5 billion in revenue, a 10.4 percent increase, driven by a 13 percent growth in memory sales despite an 8 percent decline in non-memory revenue.
SK Hynix climbed to third place with $60.6 billion in revenue, growing 37.2 percent, boosted by strong demand for HBM in AI servers. Intel continued to lose market share, dropping to $47.9 billion in revenue, a 3.9 percent decline, and capturing just 6 percent of the global market.
Other top performers included Micron Technology, which surged to fifth with $41.5 billion in revenue, up 50.2 percent, Qualcomm at $37.0 billion (up 12.3 percent), Broadcom at $34.3 billion (up 23.3 percent), AMD at $32.5 billion (up 34.6 percent), Apple at $24.6 billion (up 19.9 percent), and MediaTek at $18.5 billion (up 15.9 percent).
Semiconductor vendors outside the top 10 collectively generated $298.3 billion, growing 10.3 percent year-on-year, highlighting broad market expansion beyond leading players.
BABURAJAN KIZHAKEDATH
