By ; Bakinam Khaled
· NVIDIA Outpaced Samsung Electronics by $53 Billion in Revenue
· AI Processing Semiconductor Revenue Exceeded $200 Billion
Dubai, United Arab Emirates., January 12, 2025 — 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 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.
● 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.
Table 1. Top 10 Semiconductor Vendors by Revenue, Worldwide, 2025 (Millions of U.S. Dollars)
|
2025 Rank |
2024 Rank |
Vendor |
2025 Revenue |
2025 Market Share (%) |
2024 Revenue |
2025-2024 Growth (%) |
|
1 |
1 |
NVIDIA |
125,703 |
15.8 |
76,692 |
63.9 |
|
2 |
2 |
Samsung Electronics |
72,544 |
9.1 |
65,697 |
10.4 |
|
3 |
4 |
SK Hynix |
60,640 |
7.6 |
44,186 |
37.2 |
|
4 |
3 |
Intel |
47,883 |
6.0 |
49,804 |
-3.9 |
|
5 |
7 |
Micron Technology |
41,487 |
5.2 |
27,619 |
50.2 |
|
5 |
6 |
Qualcomm |
37,046 |
4.7 |
32,976 |
12.3 |
|
7 |
6 |
Broadcom |
34,279 |
4.3 |
27,801 |
23.3 |
|
8 |
8 |
AMD |
32,484 |
4.1 |
24,127 |
34.6 |
|
9 |
9 |
Apple |
24,596 |
3.1 |
20,510 |
19.9 |
|
10 |
10 |
MediaTek |
18,472 |
2.3 |
15,934 |
15.9 |
|
|
|
Others (outside top 10) |
298,315 |
37.6 |
270,536 |
10.3 |
|
|
|
Total Market |
793,449 |
100.0 |
655,882 |
21.0 |
Source: Gartner (January 2026)
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.
