SEMI: Global semiconductor equipment sales are expected to reach US$139 billion in 2026, with China ranking first

After last year's record sales of $96 billion, the fab equipment segment, which includes wafer processing, wafer manufacturing facilities, and mask/slicing equipment, is expected to grow 5.4% to $101 billion in 2024, higher than SEMI's previous forecast of $98 billion. SEMI said that artificial intelligence computing has driven continued and strong equipment investment in DRAM and HBM. Looking ahead, sales of the fab equipment segment will continue to grow, with an increase of 6.8% in 2025 and 14% in 2026 to $123 billion.

Equipment sales of the foundry and logic sectors are expected to remain flat at $58.6 billion as a share of total fab equipment revenue in 2024, and will resume growth in 2025, with an expected increase of 2.8%, and a 15% increase to $69.3 billion in 2026; DRAM equipment sales are expected to increase significantly, by 35.3% to $18.8 billion in 2024, and will increase by 10.4% and 6.2% in 2025 and 2026, respectively; NAND equipment sales are expected to be relatively weak in 2024, increasing by 0.7% to $9.3 billion, increasing by 47.8% to $13.7 billion in 2025, and increasing by 9.7% to $15.1 billion in 2026.

If divided by region, China, Taiwan, and South Korea remain the top three regions for semiconductor equipment spending, with China expected to reach a record $49 billion in sales in 2024, consolidating its lead over other regions. Semiconductor equipment spending in most regions is expected to decline in 2024 and then rebound in 2025. After three years of massive investment, China is expected to contract in 2025. All tracked regions are expected to grow in 2026.

From Super Energy Network