Research
Mar 2026
... Access Insights Already a Gartner client? AI infrastructure spending drove semiconductor suppliers’ growth in 2025, accounting for over 75% of the absolute revenue increase in the semiconductor market. NVIDIA maintained its leadership, and HBM suppliers dominated the top five positions, with Intel being ...
Analyst(s):
Rajeev Rajput
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Jon Erensen
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Warren Peng
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Menglin Cao
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Shrish Pant
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Joseph Unsworth
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Guy Robertson