AI Semiconductors Drive Industry Revenue Surge
Worldwide semiconductor revenue totaled $793 billion in 2025, a 21% year-over-year increase, according to Gartner's preliminary results published January 13, 2026. AI semiconductors — including processors, high-bandwidth memory (HBM), and networking components — accounted for nearly one-third of sales; NVIDIA became the first vendor to exceed $100 billion in semiconductor sales, extending its lead by $53 billion over Samsung. Gartner forecasts AI infrastructure spending to surpass $1.3 trillion in 2026, and AI chips to exceed 50% of total semiconductor sales by 2029.
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