$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.
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)