➀ Q2 2025 global PC shipments reached 63.23 million units, up 4.4% YoY, driven by enterprise demand for Windows 11 migrations and pandemic-era hardware renewals;

➁ Regional trends: North America declined 0.5%, APAC remained flat, and EMEA grew 5.3%, with Lenovo leading vendor growth at 13.9%;

➂ Gartner forecasts 2.4% annual growth for 2025, but warns of potential inventory surplus due to slowing consumer demand and tariff-driven inventory adjustments.

➀ Nvidia has overtaken Samsung and Intel to become the number one semiconductor company in the world;

➁ Worldwide semiconductor revenue reached $655.9 billion in 2024, up 21% from $542.1 billion in 2023;

➂ Samsung Electronics maintained second place due to gains in DRAM and flash memory, while Intel's revenue grew by only 0.8%.

➀ The dilemma facing Big Tech is the cost of building AI, with estimates ranging from tens of millions to tens of billions;

➁ Some investments in cheap, effective Chinese products have raised concerns about the wisdom of some investments;

➂ Microsoft is withdrawing from data center projects in various countries, and expectations for GenAI are declining due to high failure rates and dissatisfaction with current results;

➃ OpenAI is not yet profitable and expects positive cash flow only in 2029, despite spending $644 billion on AI programs and data centers.

➀ This article provides an overview of the top ten semiconductor companies in 2024, based on Gartner's data.

➁ The list includes the ranking, revenue, market share, and growth percentage compared to 2023.

➂ Notable companies like Samsung Electronics, Intel, NVIDIA, and Apple are highlighted.