SEMI Forecasts Record $125.5 Billion in Semiconductor Equipment Sales for 2025

Jul 22, 2025
SEMI projects global semiconductor equipment sales to reach $125.5 billion in 2025, driven by AI and technology transitions.

SEMI has announced that global sales of semiconductor manufacturing equipment are expected to reach a record $125.5 billion in 2025. This represents a 7.4% increase from the previous year, driven by advancements in AI and leading-edge technology transitions. The growth is anticipated to continue into 2026, with sales projected to hit $138.1 billion.

The Wafer Fab Equipment (WFE) segment, which includes wafer processing and fab facilities, is forecast to grow by 6.2% to $110.8 billion in 2025. This growth is largely attributed to increased sales in foundry and memory applications. The back-end equipment segment is also expected to see significant growth, with semiconductor test equipment sales projected to rise by 23.2% to $9.3 billion in 2025.

Regionally, China, Taiwan, and Korea are predicted to remain the top destinations for equipment spending through 2026. However, trade policy risks may affect growth rates across different regions. The forecast is based on data from top equipment suppliers and SEMI's market statistics programs.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Silicon Brief or Daily AI Brief.

Also, consider following us on social media:

Free newsletter

Silicon Brief

Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.

Whitepaper

Tensordyne Napier: What If One Rack Could Do the Work of Nine?

Tensordyne

This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.

Read more
Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.