Nvidia(US:NVDA) 半导体行业观察·2026-01-13 01:34Core Insights - The global semiconductor revenue is projected to reach $793 billion by 2025, marking a 21% year-on-year growth driven by artificial intelligence semiconductors [1][3] - AI infrastructure spending is expected to exceed $1.3 trillion by 2026, further solidifying the dominance of AI-related components in the semiconductor market [1] - NVIDIA is set to maintain its leading position, with a projected revenue of over $100 billion, contributing more than 35% to industry growth by 2025 [3] Market Dynamics - The demand for AI processors, High Bandwidth Memory (HBM), and network chips is surging due to the construction of AI infrastructure [3] - By 2025, HBM is expected to account for 23% of the DRAM market, with sales exceeding $30 billion, while AI processor sales will surpass $200 billion [3] - Samsung is projected to generate $73 billion in semiconductor revenue, primarily from its memory business, which grew by 13% [3] Supplier Rankings - Among the top 10 semiconductor suppliers, five companies will see changes in their rankings starting from 2024 [1] - SK Hynix is expected to rise to third place with projected revenues of $61 billion in 2025, a 37% increase driven by strong demand for HBM in AI servers [3] Regional Growth - The global semiconductor market is forecasted to grow by 22% in 2025, reaching $772 billion, with significant contributions from logic circuits and memory businesses [5][8] - The Americas and Asia-Pacific regions are expected to see growth rates between 25% and 30%, while Europe is projected to grow by 6% and Japan to decline by 4% [8][9] Product Category Performance - Logic circuits are anticipated to grow by 37%, while memory is expected to increase by 28%, both benefiting from AI-related applications [8] - Other product categories are showing signs of recovery, with sensors growing by 10% and microprocessors by 8% [8] - The total semiconductor market is expected to exceed $975 billion by 2026, with all regions and product categories projected to experience growth [8][9]