According to research and consulting firm Omdia, the global semiconductor market surged to over $830 billion in 2025, driven by artificial intelligence demand and growth across all major segments.
DRAM (Dynamic Random Access Memory) emerged as the fastest-growing segment, with revenue nearly tripling from just over $50 billion in 2023 to surpass $150 billion last year, achieving an annual growth rate exceeding 50%. Unlike 2024 when automotive, consumer, and industrial segments were sluggish, every major sector showed growth in 2025.
NVIDIA led with $150.3 billion in revenue, representing a 54% year-over-year increase. Samsung Electronics followed with $85.8 billion in revenue, while SK Hynix ranked third with $67.2 billion. Micron Technology's revenue jumped 56% to $45.6 billion. Broadcom and Advanced Micro Devices grew by 28% and 33% respectively. Apple's semiconductor-related revenue reached $34.4 billion, while Intel was the only company among the top ten to experience a revenue decline.
Currently, the top ten companies hold 42% market share, up from 24% previously, clearly demonstrating AI's significant impact. Omdia predicts that with further AI expansion, the chip market could exceed $1 trillion by 2026.
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