Los Income obtained from the sale of semiconductors in 2025 grew by 21%according to Gartner. In total, last year they reached 793 billion dollars. Furthermore, the list of the top ten suppliers of these chips has registered notable changes compared to 2024.
NVIDIA, the leading semiconductor supplier today, has consolidated its lead in 2025, widening its revenue lead over second-ranked Samsung by $53 billion. In addition, it has become the first chip supplier to exceed $100 billion in semiconductor sales. In fact, it has earned more than 125,000 million and its income has grown by more than 63% in this area in one year. This impulse is one of the reasons why the sector’s growth exceeded 35% last year.
Meanwhile, Samsung’s semiconductor sales revenue reached $73 billion, driven by memory, whose sales rose 13%. As for its income related to the sale of non-memory chips, they fell 8% year-on-year.
SK Hynix, for its part, has fallen to third place, with revenues of $61 billion in 2025. This is a 37% year-on-year improvement in its chip sales revenue, driven by HBM’s strong demand for AI servers. But it has not been enough to maintain the previous position.
As for Intel, it lost market share significantly. It ended 2025 with 6% of the total market share, which is half of what it had in 2021, and falls to fourth position in chip sales revenue. In fifth place is Micron Technology, which rises from seventh place, while Qualcomm, in sixth, and Broadcom, in seventh, both fall one place. AMD, Apple and MediaTek maintain their eighth, ninth and tenth positions, respectively.
On the other hand, Gartner has noted that the construction of AI infrastructure is generating great demand for processors for said technology, as well as HBM and network chips. In 2025, in fact, HBMs represented 23% of the DRAM memory market, exceeding $30 billion in sales. As for AI processors, they exceeded $200 billion. Furthermore, by 2029, AI semiconductors are expected to account for more than half of chip sales.
Rajeev, Rajput, Analyst at Gartnerhas highlighted that «AI semiconductors, including processors, high-bandwidth memory (HBM), and networking components, continued to drive unprecedented growth in the semiconductor sector, accounting for nearly a third of total sales in 2025. This dominance is set to increase, as spending on AI infrastructure is projected to exceed $1.3 trillion in 2026«.
