Rapid Increase in Chip Equipment Demand Soars by 24%, Exceeding $100 Billion Annual Pace
In the second quarter of 2025, the global semiconductor equipment market experienced a notable expansion, with billings reaching an impressive $33.07 billion, marking a 24% year-over-year increase. This growth is primarily attributed to companies like Marvell Technology, which reported a 58% year-over-year revenue increase in Q2 fiscal 2026, driven by AI demand and infrastructure recovery. Other significant contributors include printed circuit board companies such as TTM, with a 21% Q2 revenue increase.
The growth in the second quarter of 2025 can also be attributed to leading-edge logic, advanced high bandwidth memory (HBM) related DRAM applications, and increased shipments to Asia. The quarter-over-quarter expansion was a modest 3%.
The SEMI Semiconductor Equipment Forecast offers an outlook for the semiconductor equipment market, providing valuable insights into future trends. The EMDS subscription, which includes this forecast, as well as the Monthly SEMI Billings Report and the Monthly WWSEMS, offers comprehensive market data for the global semiconductor equipment market.
However, it's important to note that the EMDS reports do not provide specific regional quarterly billings data for the second quarter of 2025, nor do they provide specific year-over-year changes for any region, as per the WWSEMS Report's data. Similarly, the WWSEMS Report does not provide specific regional quarterly billings data for the first quarter of 2025.
Despite these gaps in regional data, the WWSEMS Report, a summary of the monthly billings figures for the global semiconductor equipment industry, compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), paints a positive picture of the market's overall health.
The first half of 2025 saw more than $65 billion in revenue for the global semiconductor equipment market, with the industry benefiting from AI and digital infrastructure growth. The increases in the semiconductor equipment market in the second quarter and first half of 2025 are a testament to the ongoing investment in production capacity by chipmakers, as stated by Ajit Manocha, SEMI President and CEO, to support advanced logic and memory innovation.
More information about the EMDS reports and subscription can be found on the SEMI Market Data webpage, while the Monthly WWSEMS report offers detailed semiconductor equipment billings for seven regions and 24 market segments. In 2024, the global semiconductor equipment market recorded billings of $117 billion, marking a record high.
As the semiconductor industry continues to evolve, the EMDS reports and the SEMI Semiconductor Equipment Forecast will remain crucial resources for those seeking to understand and navigate the market's trends and forecasts. The samples of these reports can be downloaded from the SEMI Market Intelligence Team at [email protected].
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