STAMFORD, Conn., Jan 15 : Worldwide semiconductor revenue reached $793 billion in 2025, marking a 21% year-over-year (YoY) increase, according to preliminary data released by Gartner, Inc., a leading research and advisory company.
The growth was primarily driven by AI semiconductors, including processors, high-bandwidth memory (HBM), and networking components, which accounted for nearly one-third of total semiconductor sales. Analysts forecast that AI infrastructure spending will exceed $1.3 trillion in 2026, further fueling demand for AI-focused chips.
NVIDIA Extends Lead Over Samsung
Among the top 10 semiconductor vendors, NVIDIA strengthened its market leadership, surpassing $125 billion in sales and outpacing Samsung Electronics by $53 billion. NVIDIA became the first vendor to cross $100 billion in semiconductor revenue, contributing over 35% of industry growth in 2025.
Samsung Electronics retained the No. 2 position, reporting $73 billion in semiconductor revenue, driven by a 13% growth in memory products, though non-memory revenue declined 8% YoY. SK Hynix rose to No. 3 with $61 billion in revenue, a 37% increase fueled by strong HBM demand in AI servers. Intel, meanwhile, lost market share, ending 2025 at 6%, half of its 2021 share.
Top 10 Semiconductor Vendors by Revenue, 2025 (in millions USD)
| Rank | Vendor | 2025 Revenue | Market Share % | 2024 Revenue | Growth % |
|---|---|---|---|---|---|
| 1 | NVIDIA | 125,703 | 15.8 | 76,692 | 63.9 |
| 2 | Samsung Electronics | 72,544 | 9.1 | 65,697 | 10.4 |
| 3 | SK Hynix | 60,640 | 7.6 | 44,186 | 37.2 |
| 4 | Intel | 47,883 | 6.0 | 49,804 | -3.9 |
| 5 | Micron Technology | 41,487 | 5.2 | 27,619 | 50.2 |
| 6 | Qualcomm | 37,046 | 4.7 | 32,976 | 12.3 |
| 7 | Broadcom | 34,279 | 4.3 | 27,801 | 23.3 |
| 8 | AMD | 32,484 | 4.1 | 24,127 | 34.6 |
| 9 | Apple | 24,596 | 3.1 | 20,510 | 19.9 |
| 10 | MediaTek | 18,472 | 2.3 | 15,934 | 15.9 |
Other Vendors: 298,315 (37.6% share, up 10.3% YoY)
Total Market: 793,449 (100%, up 21%)
AI Semiconductors Driving Growth
The expansion of AI infrastructure significantly boosted demand for AI processors, HBM, and networking chips. In 2025, HBM accounted for 23% of the DRAM market, surpassing $30 billion in sales, while AI processors exceeded $200 billion. Gartner forecasts that AI semiconductors will comprise over 50% of total semiconductor sales by 2029, reshaping the global semiconductor landscape.
Rajeev Rajput, Senior Principal Analyst at Gartner, commented:
“AI semiconductors continue to drive unprecedented growth in the market, and this trend is set to intensify as AI infrastructure investment accelerates globally.”