AI Demand, Advanced Logic and Memory Drive Record Semiconductor Equipment Billings in 2025
MILPITAS, Calif., April 7, 2026 /PRNewswire/ — Worldwide sales of semiconductor manufacturing equipment increased 15% to $135.1 billion in 2025 from $117.1 billion in 2024, driven by continued investment in advanced logic, memory, and AI-related capacity expansion, SEMI, the industry association representing the global electronics design and manufacturing supply chain, reported today. The data is available in the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report.
In 2025, the global front-end semiconductor equipment market posted solid growth, with wafer processing equipment sales increasing 12% and other front-end segments rising 13%. The expansion was driven primarily by continued investment in leading-edge logic and memory capacity, supported by AI-related demand and ongoing node and technology migrations.
The back-end equipment segment also recorded strong growth in 2025. Test equipment billings surged 55% year-over-year as AI devices and high-bandwidth memory (HBM) increased performance requirements and test intensity, while assembly and packaging equipment sales rose 21% as adoption of advanced packaging technologies continued to expand.
“Record semiconductor equipment billings of $135 billion in 2025 underscore the scale and urgency of the industry’s buildout as AI accelerates demand for leading-edge logic, advanced memory and high-bandwidth architectures,” said Ajit Manocha, SEMI President and CEO. “From wafer fab investments to the rapid rise of advanced packaging and test, the global ecosystem is expanding capacity and capability to support the next wave of innovation.”
Regionally, semiconductor equipment spending remained concentrated in Asia in 2025, with China, Taiwan, and Korea together accounting for 79% of the global market, compared with 74% in 2024.
In 2025, spending in China remained near record levels at $49.3 billion, down just 0.5% from the prior year, as domestic chipmakers continued to invest in mature nodes and select advanced capacity. Equipment spending in Taiwan rose 90% year-over-year to a record $31.5 billion, reflecting AI- and HPC-driven capacity expansion. Korea increased 26% to $25.8 billion as investment in HBM and DRAM remained strong.
Japan recorded 22% growth to $9.5 billion, supported by continued investment in domestic advanced-node manufacturing. Europe declined 41% to $2.9 billion, marking a second consecutive year of contraction amid ongoing weakness in automotive and industrial demand. North America fell 20% to $10.9 billion as spending moderated following earlier capacity expansion. The rest of the world increased 25% to $5.2 billion, reflecting expanding activity in emerging semiconductor production markets.
Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS report is a summary of the monthly billings figures for the global semiconductor equipment industry.
About SEMI Market Data
The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports:
- Monthly SEMI North American Billings Report, an early perspective of equipment market trends
- Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and more than 22 market segments
- Bi-annual Total Semiconductor Equipment Forecast – OEM Perspective, an outlook for the semiconductor equipment market
Download a sample EMDS report.
For more information or to subscribe, please contact SEMI Market Intelligence at mktstats@semi.org. Details on SEMI market data are available at SEMI Market Data.
Follow SEMI Market Intelligence
Follow SEMI
About SEMI
SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
Association Contacts
Sherrie Gutierrez/SEMI
Phone: 1.831.889.3800
Email: sgutierrez@semi.org
Stephanie Quinn/Kiterocket (Media Inquiries)
Phone: 1-480-316-8370
Email: squinn@kiterocket.com
Photo – https://mma.prnewswire.com/media/2950454/SEMI_2025_Annual_WWSEMS_Chart.jpg
Logo – https://mma.prnewswire.com/media/469944/Semi_Logo.jpg
View original content:https://www.prnewswire.co.uk/news-releases/semi-reports-global-semiconductor-equipment-billings-reached-135-billion-in-2025-up-15-year-on-year-302735060.html
