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$NVDA $INTC $MU $AVGO $AMD $AAPL $QCOM
Semiconductor sales jump 21% Y/Y backed by AI surge, Gartner says
Worldwide semiconductor revenue grew 21% Y/Y to $793B in 2025, driven primarily by AI demand, Gartner preliminary results showed.
“AI semiconductors including processors, high-bandwidth memory, 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.”
Worldwide semiconductor vendors by revenue, 2025 (Gartner)
AI infrastructure buildout fueled much of the surge, with Nvidia (NVDA) overtaking Samsung (SSNLF) and Intel (INTC) as the top vendor due to high GPU demand.
High Bandwidth Memory (HBM) saw strong growth, represented 23% of the DRAM market, and surpassed $30B in sales, while AI processors exceeded $200B in sales, the report added.