Global Semiconductor Sales Reach Record Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 06 2026
0mins
Source: stocktwits
- Logic Chip Surge: Logic chips, produced by companies like Nvidia, AMD, and Intel, saw a 39.9% year-on-year increase in sales to $301.9 billion, reflecting strong demand for AI-driven data centers and cloud computing, thereby solidifying these companies' market positions.
- Memory Product Growth: Memory product sales rose 34.8% year-on-year to $223.1 billion, indicating robust performance in the memory market driven by increasing demand for computing power, which will enhance the financial results of related companies.
- Strong Quarterly Sales: In Q4 2025, semiconductor sales reached $236.6 billion, a 37.1% year-on-year increase and a 13.6% rise from Q3 2025, demonstrating sustained market demand, particularly with December sales hitting $78.9 billion, up 2.7% from November.
- Regional Sales Growth: In 2025, the Asia Pacific and Other regions led with a 45% sales growth, followed by the Americas at 30.5%, China at 17.3%, and Europe at 6.3%, showcasing a robust recovery and diversified development in the global semiconductor market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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