In its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective, SEMI just reported that worldwide sales of total semiconductor manufacturing equipment by OEMs are expected to reach a record $165.9 billion in 2026, rising by 23.2% year-on-year. Growth momentum will continue through to 2028, with a forecast to reach a record $229.5 billion, marking five consecutive years of growth.
The stronger outlook reflects accelerating investment in artificial intelligence (AI) infrastructure, leading-edge logic, advanced memory, and back-end technologies needed to support higher compute density, high bandwidth memory (HBM)-related investment, and increasingly complex device architectures.
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