Market Analysis

Global chips market hit record sales figures in 2025

Global chips market hit record sales figures in 2025

The European Semiconductors Industry Association (ESIA) announced that global semiconductor sales reached $ 791.69 billion in 2025, which means a marked 26.1% increase on a year-on-year basis. Semiconductor sales in the Europe reached $ 54.46 billion in 2025, a 6.2% rise versus 2024.

The main drivers of the high global market growth in 2025 were logic chips (+42%) and MOS memories (+35.2%). In Europe, there were two main categories driving the 6.2% growth, i.e., MOS Memory and Logic, which grew 35.7% and 15.6% respectively. The visible rise in sales in those two product categories helped offset a drop in sales of MOS microcomponents (down 19.2%).

Looking at quarter-to-quarter developments, global sales in Q4 2025 amounted to $ 236.65 billion, a 13.6% rise vs. Q3 2025 and a visible 38.5% increase vs. Q4 2024. This uptick was driven mostly by total MOS Memory and total Logic product categories. European semiconductor sales in Q4 2025 totalled $ 14.59 billion, a 3.7% rise vs. Q3 2025 and a 17.0% increase vs. Q4 2024. The main contributor to the Q4 2025 upturn was MOS Memory, while other product categories remained stable compared to the previous quarter.

Sales for application-specific chips at global level increased in 2025 by 32.7% on a year-to-year basis to reach $ 370.46 billion. The rise at the global level was mostly driven by a 63.4% increase in chips sales for computer and peripherals, propelled by strong investment in data centres and related infrastructure. Looking at the European market, sales for this product category in 2025 amounted to $ 27.20 billion, a 6.5% uptick vs. 2024.

In 2025 overall, exchange rates effects were visible on the European sales picture. Measured in Euros, the sales figures for Q4 2024 accounted to €12.98 billion, a 2.4% rise vs. Q3 2025, and a 12.8% increase vs. Q4 2024.

Please note that all the figures are based on the latest report from the World Semiconductor Trade Statistics (WSTS).