Gartner Says Worldwide Semiconductor Revenue Grew 21% in 2025
Worldwide semiconductor
revenue totalled $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.â€
NVIDIA Strengthened its Lead While Intel Continued to Lose Share
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.
â— 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.
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