Research
Sep 2025
... Already a Gartner client? AI infrastructure buildouts drive global semiconductor revenue to multiyear double-digit growth, reaching $772.6 billion in 2025 and $909.8 billion in 2026, crossing the $1 trillion milestone by 2028. GPUs and AI accelerators dominate the growth, surpassing $280 billion by 2029 ...
Analyst(s):
Jainendra Singh
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Yashika Goyal
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Rajeev Rajput
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Masatsune Yamaji
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Joseph Unsworth
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Roger Sheng
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Kartikay Gulani
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Shrish Pant
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Jon Erensen
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Menglin Cao