Worldwide semiconductor revenue totaled $793 billion in 2025, an increase of 21% year-over-year (YoY), according to preliminary results by Gartner, Inc., a business and technology insights company.
“AI semiconductors — including processors, high-bandwidth memory (HBM), and networking components continued to drive unprecedented growth in the semiconductor market, accounting for nearly one-third of total sales in 2025,” said Rajeev Rajput, Sr. Principal Analyst at Gartner. “This domination is set to rise as AI infrastructure spending is forecast to surpass $1.3 trillion in 2026.”
NVIDIA Strengthens its Lead
Among the top 10 semiconductor vendors ranking, the positions of five vendors have changed from 2024 (see Table 1).
● NVIDIA extended its lead over Samsung by $53 billion in 2025. NVIDIA became the first vendor to cross $100 billion semiconductor sales, contributing to over 35% of industry growth in 2025.
● Samsung Electronics retained the No. 2 spot. Samsung’s $73 billion semiconductor revenue was driven by memory (up 13%), while non-memory revenue dropped 8% YoY.
● SK Hynix moved into the No. 3 position and totaled $61 billion revenue in 2025. This is an increase of 37% YoY, fueled by strong demand for HBM in AI servers.
● Intel lost market share, ending the year at 6% market share, half of what it was in 2021.
The buildout of AI infrastructure is generating high demand for AI processors, HBM and networking chips. In 2025, HBM represented 23% of the DRAM market, surpassing $30 billion in sales while AI processors exceeded $200 billion in sales. AI semiconductors are set to represent over 50% of total semiconductor sales by 2029.
