NVIDIA pulls $53 billion ahead of Samsung as AI fuels chip boom: Report

Global semiconductor revenue surged to a record $793 billion in 2025, up 21% year-on-year, as demand for AI-driven chips continued to reshape the industry, according to preliminary estimates from Gartner.

“AI semiconductors — including processors, high-bandwidth memory (HBM), and networking components — continued to drive unprecedented growth in the semiconductor market, accounting for nearly one-third of total sales in 2025,” said Rajeev Rajput, senior principal analyst at Gartner. He added that the momentum is far from peaking, with AI infrastructure spending forecast to cross $1.3 trillion in 2026.