In its latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report released this week, SEMI announced that global semiconductor equipment billings rose by 14% year-over-year to US$36.55 billion in Q1 2026 – record quarterly billings that were mainly driven by continued AI-related investment, including capacity expansion and technology upgrades supporting leading-edge logic, DRAM, and advanced packaging.
Ajit Manocha, SEMI President and CEO, explained: “The strong start to 2026 reflects continued industry investment in the capacity and infrastructure needed to support AI-driven semiconductor growth. Record first-quarter billings highlight ongoing momentum in leading-edge manufacturing and advanced packaging.”
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