“AI semiconductors — including processors, high-bandwidth memory (HBM), and networking components accounted for nearly one-third of total sales in 2025,” says Gartner’s Rajeev Rajput, “this domination is set to rise as AI infrastructure spending is forecast to surpass $1.3 trillion in 2026.”
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 retained the No. 2 spot. Samsung’s $73 billion semiconductor revenue was driven by memory (up 13%), while non-memory revenue dropped 8% YoY.
Hynix moved into the No. 3 position and totalled $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.
Top 10 Semiconductor Vendors
| 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)
In 2025:
HBM represented 23% of the DRAM market with $30 billion in sales.
AI processors exceeded $200 billion in sales.
AI semiconductors are set to represent over 50% of total semiconductor sales by 2029.
