Lithography Emerges as the Strategic Engine of the Next Semiconductor Growth Cycle

The global lithography equipment market is set for strong long-term growth, with industry projections indicating it could more than double in value by 2035, driven by rising demand for smaller, faster, and more complex semiconductor devices. Expanding applications in artificial intelligence, 5G, and the Internet of Things are accelerating the need for advanced chipmaking technologies, reinforcing lithography’s central role in semiconductor manufacturing.

Extreme ultraviolet (EUV) lithography continues to gain prominence as chipmakers push toward advanced nodes below 7 nanometers. EUV’s ability to deliver higher precision without multi-patterning has made it a critical enabler of next-generation logic and memory chips, particularly for high-performance computing and AI workloads. Equipment demand is also being supported by advances in packaging technologies, as manufacturers increasingly adopt 3D integrated circuits and system-in-package designs to improve performance and energy efficiency.

Asia remains the dominant regional market, supported by strong semiconductor production capacity and sustained investment in fabrication infrastructure. China, in particular, plays a key role in both manufacturing and equipment demand, while growth is also being fueled by expanding telecom and automotive electronics applications. As innovation in chip architectures continues, lithography equipment is expected to remain a strategic investment area across the global semiconductor value chain.