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SEMI Forecasts Chip Equipment Sales Rising Through 2027
8.0
Industry group SEMI forecasts global semiconductor-equipment sales will rise about 9% to $126 billion in 2026 and 7.3% to $135 billion in 2027, reported Dec. 17, 2025. SEMI cites expansion of logic and memory capacity for AI as the driver, with China, Taiwan and South Korea leading investment. Major suppliers include ASML, Applied Materials, KLA and Lam Research.
Key Points
- 1Forecasts predict equipment sales will rise about 9% to $126B in 2026.
- 2Notes Asia—China, Taiwan, South Korea—will lead investment driven by AI logic and memory demand.
- 3Signals suppliers like ASML, Applied Materials, KLA, Lam Research see sustained order growth.
Scoring Rationale
Industry-wide SEMI forecast provides credible, actionable market data, but represents an incremental update rather than a breakthrough.
Sources
Public references used for this report.
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