Global Semiconductor Revenue Reaches $793B in 2025 Driven by AI Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy INTC?
Source: seekingalpha
- AI Demand Drives Growth: According to preliminary results from Gartner, global semiconductor revenue is projected to grow 21% year-over-year to $793 billion in 2025, primarily driven by AI demand, indicating strong growth potential in this sector.
- AI Semiconductor Market Share: AI semiconductors, including processors, high-bandwidth memory, and networking components, are expected to account for nearly one-third of total sales in 2025, highlighting a trend where AI infrastructure spending is forecasted to exceed $1.3 trillion in 2026.
- Market Leader Shift: Nvidia has overtaken Samsung and Intel to become the top semiconductor vendor in 2025 due to high demand for GPUs, reflecting a significant shift in the competitive landscape of the market.
- High Bandwidth Memory Sales Surge: High Bandwidth Memory (HBM) represented 23% of the DRAM market and surpassed $30 billion in sales, further underscoring the importance of AI-related products in the semiconductor industry.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 48.030
Low
20.00
Averages
39.30
High
52.00
Current: 48.030
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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