Omdia: Semiconductor Quarterly Revenue Surpasses $200bn for the First Time as Industry-Wide Growth Accelerates
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Total semiconductor revenue
3Q25 far exceeds seasonal expectations
Demand for AI and memory products remains strong, with both segments continuing to outpace the wider market. While AI has dominated recent industry narratives, Omdia notes that more segments contributed to growth in 3Q25 than in previous quarters.
Historically, the third quarter sees an average increase of just over 7% and public guidance going into 3Q25 suggested roughly 5% QoQ growth, a typical seasonal pattern. Instead, Q3 more than doubled expectations and delivered over 14% QoQ growth as nearly every semiconductor category outperformed last quarter’s forecasts.
Growth spreads beyond NVIDIA and memory
2024 was a record year for the semiconductor market, surpassing
In contrast, 2025 has shown a far healthier and more broad-based recovery. While AI and memory remain the primary engines of expansion, the rest of the market is now growing strongly as well. Revenue in 3Q25 was up over 14% QoQ for the total market and came in at over 9% (excluding NVIDIA and memory IC).
For the full year 2025, Omdia projects semiconductor revenue to surpass
Top companies reinforce AI and memory leadership
The top four semiconductor companies by Q3 revenue were NVIDIA and the three major memory companies: Samsung, SK Hynix, and Micron, highlighting the continued dominance of AI accelerators and advanced memory.
“Demand for conventional DRAM is surging alongside HBM as AI inference workloads scale, driving an exceptional short-term price rally,” said Senior Principal Analyst
Together, these four companies accounted for over 40% of all semiconductor revenue.
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Source: Omdia
