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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.”

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 in 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 totalled $61 billion in 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
6		5		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.

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India has joined the global race to manufacture semiconductor chips domestically to grow into a major global supplier. Amidst this progress, Union Minister for Electronics and Information Technology Ashwini Vaishnaw outlined how the government is positioning India as a key global technology player.

The Minister informed that the semiconductor sector is expanding rapidly, driven by demand from artificial intelligence, electric vehicles, and consumer electronics. India has made an early start with approvals for 10 semiconductor-related units. Four plants – CG Semi, Kaynes Technology, Micron Technology, and Tata Electronics’ Assam facility – are expected to commence commercial production in 2026.

He also highlighted the visible progress on the design and talent fronts. Currently, design initiatives involve 23 startups, while skill development programmes have been scaled across 313 universities. The domestic landscape is being strengthened by equipment manufacturers who are simultaneously setting up plants in India.

According to Vaishnaw, by 2028, these efforts are bound to make India a reckoning force in the global chip-making market. He said the period after 2028 would mark a decisive phase as industry growth reaches a tipping point. With manufacturing, design, and talent ecosystems in place, India aims to be among the major semiconductor hubs by 2032, including the capability to produce 3-nanometre chips, he added.

While addressing criticism that India’s AI growth is driven largely by global technology firms, Vaishnaw reiterated that sovereign AI remains a national goal. Indian engineers are working across all five layers of the AI stack – applications, models, chipsets, infrastructure, and energy. Twelve teams under the IndiaAI Mission are developing foundational models, several design teams are working on chipsets, and around $70 billion is being invested in infrastructure, supported by clean energy initiatives.

Subsequently, while responding to concerns on the utilisation of domestic OSAT and fabrication capacity, the minister said new industries inevitably face market-acceptance challenges. Success, he stated, will depend on the ability of Indian plants to deliver high-quality products at competitive prices.

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