The Semiconductor Industry Association (SIA) said global semiconductor revenue is on track to top $1 trillion this year following a substantial increase in 2025. According to the trade group that represents the bulk of U.S. chip makers, total chip sales reached $791.7 billion in 2025, up 25.6% from the year before.
SIA attributed the robust expansion in large part to an industry-wide investment surge as major technology companies allocate hundreds of billions of dollars toward expanding data center capacity tailored for artificial intelligence workloads. Those investments have underpinned demand across multiple chip categories.
The fastest-growing and largest segment was advanced computing chips - the high-performance processors used in AI training and inference - produced by firms including Nvidia, Advanced Micro Devices and Intel. Sales of these advanced computing products climbed 39.9% in 2025, totaling $301.9 billion.
Memory chips comprised the second-largest category by revenue. Memory prices have been rising amid what the SIA described as an AI-related shortage, and memory sales increased 34.8% to $223.1 billion in 2025.
Industry sentiment extended beyond the largest suppliers. John Neuffer, president and chief executive of the Washington, D.C.-based industry group, said that during recent visits to Silicon Valley he heard optimism from executives at a range of smaller firms about the coming year.
"The refrain I heard was, 'No one knows what's going to happen with the AI build out a year from now, but my orders are completely full,'" Neuffer said. "At least for the next year, we're on a pretty, pretty strong glide path."
The SIA's figures highlight how concentrated growth has been in compute- and memory-oriented segments of the market, reflecting the direct hardware needs of large-scale AI deployments. While the group pointed to a strong near-term outlook based on current order books and customer commitments, it also noted that uncertainty remains around how the AI build-out will evolve beyond the immediate horizon.
For market participants, these results underscore the immediate benefits to companies supplying advanced processors and memory, and the broader implications for data center investment and cloud infrastructure providers that are absorbing the bulk of AI-driven capital spending.
Note: This report summarizes the SIA's stated sales figures and the comments attributed to the industry's CEO, reflecting the association's assessment of market conditions and sector trends for 2025 and expectations into the current year.