Semiconductor Industry Sales to Surge 22.5% to $772 Billion in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Industry Growth Momentum: According to the World Semiconductor Trade Statistics, semiconductor sales are projected to increase by 22.5% in 2025, reaching $772 billion, indicating a robust recovery and future potential that may attract more investor interest.
- Market Share Increase: TSMC's market share reached 72% last quarter, up six percentage points year-over-year, demonstrating its leadership in global chip manufacturing, with revenue expected to grow by 30% in 2025.
- Advanced Node Capacity: TSMC's 2nm node is anticipated to double its production capacity in 2026, with all capacity sold out for that year, further solidifying its market position and driving future revenue growth.
- AI Investment Boost: AI server spending is expected to jump 45% to $312 billion in 2026, driving demand in the semiconductor market, with companies like Nvidia likely to benefit significantly from this trend, potentially achieving higher earnings growth.
NVDA
$188.61+Infinity%1D
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 189.210
Low
185.00
Averages
255.63
High
352.00
Current: 189.210
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
