According to Omdia data presented at Evertiq Expo Warsaw on October 22, 2026, the ten largest semiconductor suppliers grew revenue by more than 30% in 2025 (30.4%, to USD 562.1 billion), almost three times as fast as the rest of the industry, and now account for nearly 68% (67.6%) of a record market worth USD 831 billion that grew 23.3%. Nvidia's revenue rose by USD 52.9 billion to USD 150.3 billion (up 54.3%), its share of total semiconductor revenue rose from about 14.5% to just over 18% (18.1%), its lead over second-placed Samsung Electronics nearly tripled from USD 22.3 billion to USD 64.5 billion, and it accounted for roughly a third of the industry's growth. Samsung grew 14.2% to USD 85.8 billion, its share fell from 11.1% to 10.3%, and its lead over SK hynix shrank from USD 27.8 billion to USD 18.5 billion. SK hynix grew 42.3% to USD 67.2 billion and moved into third place; Micron, the fastest grower in the top ten at 56.3% (up USD 16.4 billion to USD 45.6 billion), climbed from seventh to fifth past Broadcom and Qualcomm; Broadcom grew 28.0% to USD 39.5 billion but stayed sixth; Qualcomm grew 11.6% to USD 38.9 billion yet dropped from fifth to seventh with its share falling from 5.2% to 4.7%; AMD grew 33.4% to USD 32.7 billion and stayed ninth; Apple's USD 34.4 billion is a value Omdia assigns to its in-house semiconductor activity, not external chip sales; Intel was the only top-ten company whose revenue fell, declining 3.7% to USD 48.5 billion and dropping from third to fourth, with its share falling from 7.5% to 5.8%. Between 2023 and 2025 total semiconductor revenue grew about 53%, the top ten grew about 90%, all other suppliers roughly 8% combined, and Nvidia plus the three major memory makers (Samsung, SK hynix, Micron) went from 24% of industry revenue in 2023 to 42% in 2025. According to Omdia, the DRAM market nearly tripled in two years, from just over USD 50 billion in 2023 to more than USD 150 billion in 2025, growing more than 50% in 2025 alone; Lino Jeng, Senior Principal Analyst at Omdia, said AI servers require not only more HBM but also significantly more system memory, particularly DDR5; Ewelina Bednarz of Evertiq explained that as manufacturers shift capacity toward HBM and high-capacity server DRAM, supply of other memory types tightens and prices rise beyond HBM as well, and noted the figures measure revenue, not volume, with price and product mix explaining much of the growth. Omdia's September update shows industry revenue reached USD 752 billion in the first half of 2026, about 90% of the full-year 2025 total; second-quarter revenue alone passed USD 425 billion, up more than 31% from the first quarter; memory made up more than half of the market in the second quarter, and DRAM, NAND and NOR all set quarterly revenue records; excluding memory, revenue rose just over 10% from the previous quarter against a historical second-quarter average of just over 3%. The SIA reported that global semiconductor sales passed USD 1 trillion year to date through August 2026, the first time the industry reached that level, with August sales of USD 159.7 billion, up 144.3% year on year and the 18th consecutive month of growth; SIA expects full-year 2026 sales to exceed USD 1.6 trillion; SIA figures are based on World Semiconductor Trade Statistics data and use a different method from Omdia's, so the two sets of numbers are not directly comparable.
- Related manufacturers
- Nvidia, Samsung Electronics, SK hynix, Intel, Micron, Broadcom, Qualcomm, Apple, AMD, MediaTek
- Impact score
- 58 / 100, medium impact