SEMI Raises 2025 Semiconductor Equipment Forecast to 130 Billion Dollars driven by AI

The global semiconductor manufacturing equipment market is poised for a significant surge, outperforming previous expectations. According to the latest data released by SEMI, the industry association representing the global electronics product design and supply chain, the forecast for total semiconductor equipment sales in 2025 has been revised upward.

SEMI now projects that global sales will reach one hundred thirty billion US dollars in 2025. This represents a robust year-over-year increase of thirteen point seven percent. This new figure is an upward revision of approximately eight billion US dollars compared to their previous forecast. This adjustment highlights the rapidly accelerating demand within the sector, defying earlier, more conservative estimates.

The growth trajectory is expected to continue well beyond 2025. The forecast indicates that the market will expand to one hundred forty-five billion US dollars in 2026. By 2027, the market is projected to hit a record-breaking one hundred fifty-six billion US dollars. This sustained growth signals a "super cycle" in semiconductor capital expenditure.

What is driving this massive expansion? The primary engine is the explosive demand for Artificial Intelligence technologies. The need for high-performance computing has triggered a race to build advanced logic chips and memory solutions, particularly High Bandwidth Memory. Consequently, SEMI has revised its projections upward for all segments of the industry, including both front-end wafer fabrication equipment and back-end assembly and test equipment. As nations and corporations compete for AI supremacy, the fundamental infrastructure—chip manufacturing equipment—is seeing unprecedented investment.