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Jan. 13, 2026, 9:12 a.m.
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Global Semiconductor Sales Surge 21% in 2025 Driven by AI Demand, Says Gartner

Brief news summary

Worldwide semiconductor revenue surged by 21% year-over-year to reach $793 billion in 2025, according to preliminary data from Gartner. This impressive growth was largely fueled by increased demand for AI-related technologies. AI semiconductors, including advanced processors, high-bandwidth memory, and networking components, played a pivotal role, making up nearly one-third of total semiconductor sales. The strong performance underscores the critical role AI continues to play in driving the semiconductor industry’s expansion, as companies ramp up investments in AI hardware to support emerging applications and computational needs. This trend highlights the growing importance of AI in shaping technology markets and investment opportunities globally.

Semiconductor sales increase 21% year-over-year, fueled by AI boom, according to Gartner Comments (5) Global semiconductor revenue rose 21% year-over-year to $793 billion in 2025, mainly propelled by AI demand, according to Gartner's preliminary data. “AI-related semiconductors—including processors, high-bandwidth memory, and networking components—continued to fuel extraordinary growth in the semiconductor market, representing nearly one-third of total sales. ” Newsletters for Every Investor Receive daily, sector-focused newsletters filled with expert analysis, innovative ideas, and fresh opportunities. Subscribe to Newsletters


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