Semiconductors up over 20% in 2025 /

The world semiconductor market was 8 billion in third-quarter 2025, according to World Semiconductor Trade Statistics. This marks the first time the market has been above 0 billion. 3Q 2025 was up 15.8% from 2Q 2025, the highest quarter-to-quarter growth since 19.9% in 2Q 2009. 3Q 2025 was up 25.1% from 3Q 2024, the highest growth versus a year earlier since 28.3% in 4Q 2021.

The table below shows the top twenty semiconductor companies by revenue. The list includes companies which sell devices on the open market. This excludes #foundry companies such as TSMC and companies which only produce #semiconductors for their internal use such as Apple. The revenue in most cases is for the total company, which may include some non-semiconductor revenue. In cases where revenue is broken out separately, #semiconductor revenue is used.

#AI continues to drive semiconductor market growth with all the #memory companies citing AI memory for #datacenters as the strongest growth area. NVIDIA and AMD also attributed most of their growth to AI. Qualcomm and MediaTek are seeing growth in #mobile handsets. The #automotive segment is seen as generally flat, with some companies adjusting inventories.

A big thank you again to Bill Jewell and Semiconductor Intelligence, LLC for the full article with more background and insights via the link below
https://lnkd.in/e45Hg_dV

#semiconductorindustry #semiconductormanufacturing #technoligy #it #tech #chip #chips #innovation #server #dram #hbm #computer #aiiot