Global semiconductor sales reached $69.5 billion in September 2025, a sharp 25.1% increase from the same month last year, according to the Semiconductor Industry Association (SIA). For the entire third quarter, sales totaled $208.4 billion, a strong 15.8% sequential jump.
SIA CEO John Neuffer attributed the robust growth to strong demand, particularly for memory and logic chips, fueled by AI infrastructure build-out and data center expansion. This has driven a boom in products like High Bandwidth Memory (HBM) and AI GPUs.
The recovery showed clear regional trends. The Americas and Asia-Pacific regions led the growth, with year-over-year increases of 30.6% and 47.9% in September, respectively. Japan was the only major market to see a decline.
ICgoodFind : Sustained AI and memory demand is powering a high-growth cycle for the global semiconductor market, with the Americas and Asia-Pacific as the primary drivers.
