Semiconductor revenue 2025 hits $793 billion as AI reshuffles the rankings
Worldwide chip industry revenue reached $793 billion in 2025, up 21% year-on-year, according to Gartner’s preliminary results. The analyst firm says the jump was driven by AI-related silicon, with AI processing semiconductor revenue exceeding $200 billion.
Semiconductor revenue 2025 hits record
Gartner’s view is that 2025’s growth was strong enough to meaningfully reshuffle the vendor league table. NVIDIA took the top spot, outpacing Samsung Electronics by $53 billion, as demand for AI processors and supporting components continued to pull spending towards data-centre build-outs.
What’s driving semiconductor revenue 2025
The main story is that “AI silicon” is no longer a niche category; it is now large enough to drag the whole market upward, and to move winners and losers around quickly. That doesn’t just mean GPUs and accelerators, but also high-bandwidth memory and networking components that ride alongside the AI compute wave.
How this compares with other market trackers
It’s also worth noting that different trackers can land on different totals depending on definitions and timing. As previously reported by eeNews Europe when WSTS forecast the market approaching $1 trillion in 2026, WSTS projected 2025 sales at $772 billion (with 2026 forecast at $975.5 billion). Meanwhile, the Semiconductor Industry Association recently reported global semiconductor sales of $75.3 billion for November 2025 (a three-month moving average), underscoring how hot late-2025 demand was running.
For readers tracking the longer arc, eeNews Europe has also covered earlier Gartner expectations for growth driven by AI, including its very modest 12% growth prediction for 2025 published last year.
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