Market Analysis

AI demand drives 21% increase in semiconductor equipment billings

AI demand drives 21% increase semiconductor equipment billings

SEMI reported in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 21% year-over-year to $32.05 billion in the first quarter of 2025.

In line with typical seasonality, first-quarter 2025 billings registered a 5% quarter-over-quarter contraction.

“The global semiconductor equipment market began 2025 with a solid quarter that reflects future-looking investments in vital chipmaking capacity across regions,” said Ajit Manocha, SEMI President and CEO. “With the ongoing AI boom continuing to drive fab expansions and equipment sales, the industry is showing resilience in the face of uncertainty around geopolitical tensions, tariff volatility and export controls. SEMI is actively engaging with governments to advocate for policy stability essential to multi-billion-dollar fab investments, including equipment, and the long-term success of advanced manufacturing operations.”


Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry.

Following are quarterly billings data in billions of US dollars, with quarter-over-quarter and year-over-year changes by region:

Managing Editor
Paige Hookway is the Managing Editor of Procurement Pro, where she brings over a decade of industry experience to shaping insightful, engaging, and forward-thinking content for the global electronics community. After graduating from the University of Greenwich with a 2:1 in English Literature, Paige blended her love of storytelling with a deep curiosity for technology – carving out a career that champions both innovation and the people behind it. Across her 10+ years in the sector, Paige has developed a strong reputation for uncovering emerging trends, translating complex concepts into accessible insights, and spotlighting the voices shaping the future of engineering. She is particularly passionate about encouraging the next generation of engineers and elevating women in tech narratives that inspire, empower, and drive meaningful change. When she’s not immersed in the latest engineering developments, Paige can be found wrapped up in a blanket with a cup of tea and a good book.