Semiconductor equipment billings surged 24 percent year-over-year, reaching US$33.07 billion in Q2 2025, SEMI, the global industry association for the semiconductor and electronics design and manufacturing supply chain, said.
Semiconductor equipment market Q2 2025 in main countriesThe latest figures from the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report highlight strong industry momentum driven by advanced technologies and growing demand from AI-related applications.
On a sequential basis, billings rose 3 percent compared to Q1 2025, reflecting steady growth supported by leading-edge logic and high bandwidth memory (HBM)-related DRAM applications. Robust shipments to Asia, especially Taiwan, Korea, and Japan, contributed heavily to the gains.
Ajit Manocha, SEMI President and CEO, said the semiconductor equipment market achieved over $65 billion in revenue in the first half of 2025, building on record 2024 billings. He noted that chipmakers are continuing to expand production capacity to drive innovation in advanced logic and memory for AI, while also strengthening regional supply chain resilience.
In Q2 2025, China remained the largest market for semiconductor equipment with $11.36 billion in revenue, though it fell 7 percent compared to $12.21 billion in Q2 2024.
Taiwan saw the sharpest growth, more than doubling its semiconductor equipment revenue to $8.77 billion from $3.90 billion a year earlier, marking a 125 percent surge.
Korea posted $5.91 billion in semiconductor equipment revenue, up 31 percent from $4.52 billion. North America generated $2.76 billion, reflecting a 15 percent increase over $2.40 billion.
Japan’s semiconductor equipment revenue recorded $2.68 billion, up 67 percent from $1.61 billion.
By contrast, Europe’s semiconductor equipment revenue dropped to $0.72 billion, down 23 percent from $0.94 billion, while the “Rest of the World” category fell 28 percent to $0.87 billion from $1.20 billion.
With AI, advanced memory, and regional manufacturing resilience projects driving investments, the semiconductor equipment market is on track for another strong year, further strengthening the global chip supply chain.
TelecomLead.com News Desk
