Semiconductor revenue totaled $793 billion in 2025, an increase of 21% year-over-year (YoY), according to Gartner.

“AI semiconductors — including processors, high-bandwidth memory (HBM), and networking components accounted for nearly one-third of total sales in 2025,” says Gartner’s Rajeev Rajput, “this domination is set to rise as AI infrastructure spending is forecast to surpass $1.3 trillion in 2026.”

Among the top 10 semiconductor vendors ranking, the positions of five vendors have changed from 2024.

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 retained the No. 2 spot. Samsung’s $73 billion semiconductor revenue was driven by memory (up 13%), while non-memory revenue dropped 8% YoY.

Hynix moved into the No. 3 position and totalled $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.

In 2025:

HBM represented 23% of the DRAM market with $30 billion in sales.

AI processors exceeded $200 billion in sales.

AI semiconductors are set to represent over 50% of total semiconductor sales by 2029.

By: DocMemory
Copyright © 2023 CST, Inc. All Rights Reserved