August 18, 2025 /SemiMedia/ — The global semiconductor market reached $180 billion in the second quarter of 2025, up 7.8% from the previous quarter and 19.6% year-on-year, according to WSTS. It marked the sixth consecutive quarter of annual growth above 18%.

Nvidia remained the industry leader with forecast revenue of $45 billion, followed by Samsung Electronics and SK Hynix. Broadcom ranked fourth, while Intel slipped to fifth place. Memory makers posted the strongest gains, with SK Hynix up 26%, Micron Technology up 16% and Samsung up 11%. Among non-memory suppliers, Microchip, STMicroelectronics and Texas Instruments reported growth of 11%, 10% and 9.3% respectively.

Looking ahead, most companies expect further revenue increases in the third quarter. Micron forecasts a 20% rise, while Kioxia sees a 30% jump, both citing strong demand from artificial intelligence applications. STMicroelectronics expects 15% growth and AMD projects a 13% increase, also driven by AI. MediaTek was the only major company predicting a decline, with revenue expected to fall 10% on weak mobile demand.

Artificial intelligence continues to be the main growth engine, though uncertainty over tariffs and global trade remains a concern for the industry.

Based on the strong first half, WSTS raised its full-year 2025 market growth outlook to around 13-15%, up from earlier projections. Despite the trade policy volatility, the semiconductor sector is on track for double-digit annual growth.