Global semiconductor equipment market hits $40.53 billion in Q2 2026

MILPITAS, Calif., Sept. 3, 2026, The global semiconductor equipment market saw a significant boost in the second quarter of 2026, with billings reaching $40.53 billion, a 23% year-over-year increase, according to SEMI, the industry association that advances the global semiconductor and electronics supply chain. This marks the second consecutive quarter of record-breaking results, reflecting the ongoing momentum of AI investment and the expansion of AI computing infrastructure worldwide.

"We are witnessing a sustained surge in the demand for advanced manufacturing capacity to support the rapid growth of AI technology," said Ajit Manocha, SEMI President and CEO. "The robust billings across Asia, North America, and Europe underscore the global nature of this demand and highlight the critical role of semiconductor manufacturing in driving the next wave of innovation."

The data, compiled from submissions by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), highlights the growing importance of semiconductor equipment in the global market. Billings in the second quarter saw a 11% increase compared to the previous quarter, further cementing the industry's resilience and growth trajectory.

The steady increase in equipment billings is attributed to the significant investments in AI technology, which require advanced manufacturing capabilities. "As AI applications continue to expand, the demand for specialized semiconductor equipment is increasing," Manocha explained. "This underscores the industry's commitment to meeting the growing needs of the AI ecosystem."

The Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report provides a comprehensive overview of the global semiconductor equipment market, offering insights into the monthly billings figures for seven regions and over 22 market segments. This report is a key tool for understanding the market dynamics and trends in the semiconductor industry.

SEMI's Equipment Market Data Subscription (EMDS) offers members a broader view of the market through three key reports: - The Monthly SEMI North American Billings Report, which provides early insights into equipment market trends. - The Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), which details equipment billings across multiple regions and segments. - The Bi-annual Total Semiconductor Equipment Forecast, OEM Perspective, which offers an outlook for the semiconductor equipment market.

SEMI continues to play a crucial role in advancing the global semiconductor and electronics design and manufacturing supply chain, with a focus on advocacy, workforce development, sustainability, and supply chain management. Through its SEMICON expositions and events, technology communities, standards, and market intelligence, SEMI helps its members drive innovation and business growth.

Follow SEMI on LinkedIn and X for the latest updates and connect with the global semiconductor community.