SEMI Forecasts Record $165.9 Billion Global Semiconductor Equipment Sales in 2026
Global sales of semiconductor manufacturing equipment are projected to reach $165.9 billion in 2026, marking a 23.2% year-on-year increase, driven by accelerating demand for AI infrastructure. This upward momentum is expected to continue through 2028, with sales reaching an unprecedented $229.5 billion, fueled by massive capital investments in leading-edge logic, High Bandwidth Memory (HBM), and advanced packaging.
So What
Massive capital investment in leading-edge logic, HBM, and advanced packaging will drive semiconductor equipment demand through 2028, tightening supply for AI infrastructure.