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Nvidia and top three memory makers account for 42% of global semiconductor revenue according to Omdia
Tuesday, March 24, 2026 at 06:40 AM
A recent report from research firm Omdia indicates that Nvidia and the top three global memory manufacturers (Samsung Electronics, SK Hynix, and Micron) together accounted for 42% of the total global semiconductor revenue in the previous fiscal period, driven largely by the surge in AI infrastructure demand.
Context
New research from Omdia reveals a massive concentration of power in the semiconductor industry, with Nvidia and the top three memory makers—Samsung Electronics, SK Hynix, and Micron—now accounting for 42% of global semiconductor revenue as of 2025. This is a dramatic surge from their combined 24% market share in 2023. The shift highlights how AI-driven demand is cannibalizing the broader market, as the total industry surpassed $830 billion in 2025 following two consecutive years of 20% annual growth.
The consolidation is driven by the critical pairing of AI GPUs and High-Bandwidth Memory (HBM). While the top ten semiconductor companies saw revenues jump 90% between 2023 and 2025, the rest of the market grew by only 8%. Nvidia has emerged as the clear leader, becoming the first chipmaker to surpass $100 billion in annual semiconductor revenue, while the memory trio benefited from DRAM revenues nearly tripling from 2023 lows to over $150 billion in 2025.
Sources (11)
SK Hynix overtakes Samsung in annual profits for the first time - CNBCSamsung logs weak chip profit in 2024, vows to double HBM sales - The Korea HeraldOmdia: Semiconductor market surpasses $830bn in 2025, driven by AI demand and broad segment growthSamsung Electronics triples profit as HBM revenues rocket upSK hynix Tops DRAM Market for Three Consecutive Quarters Nvidia Becomes First To Surpass $100B In Annual Semiconductor Revenue: AnalystSamsung SK Hynix Micron and the Hyperscalers Who Locked Up All the Memory - SoftwareSeni2026 Semiconductor Industry Outlook | Deloitte Insights
Related Companies
Nvidia
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SK Hynix
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Micron
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Samsung Electronics
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