Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of $165.9 billion in 2026, increasing 23.2% year-on-year, the global industry body Semiconductor Equipment and Materials International (SEMI) said on Tuesday. Total equipment sales are forecast to reach a record $229.5 billion by 2028, marking five consecutive years of growth due to AI-driven demand, SEMI said in its mid-year total semiconductor equipment forecast.
Beyond accelerating investment in AI infrastructure, the stronger outlook reflects leading-edge logic, advanced memory, and back-end technologies needed to support higher compute density, high-bandwidth memory (HBM)-related investment, SEMI stressed.
