Nvidia(US:NVDA) 国芯网·2026-01-15 04:36Core Viewpoint - The global semiconductor market is projected to grow by 21.0% year-on-year, reaching $793.4 billion by 2025, driven by strong demand for AI-related technologies and products [1][2]. Group 1: Market Growth and Key Players - According to Gartner, NVIDIA's revenue is expected to exceed $100 billion for the first time, with a year-on-year growth of 63.9%, leading over Samsung by $53 billion [2]. - Samsung Electronics maintains its second position with total semiconductor sales of $72.5 billion, experiencing a 10.4% increase [2]. - SK Hynix has risen to third place with sales of $60.6 billion, marking a 37.2% growth, largely due to the increasing demand for high bandwidth memory (HBM) in AI servers [2][3]. Group 2: AI Infrastructure and Semiconductor Demand - The construction of AI infrastructure is driving a surge in demand for AI processors, HBM, and networking chips, with HBM expected to capture 23% of the DRAM market by 2025, generating over $30 billion in sales [3]. - Sales of AI-related semiconductors (including processors and HBM) are projected to account for one-third of the overall market by 2025 [4]. - AI infrastructure spending is anticipated to exceed $1.3 trillion by 2026, with AI semiconductors expected to represent over 50% of total semiconductor sales by 2029 [4].