Global Semiconductor Equipment Billings Hit Record US$40.53 Billion in Q2 2026
SEMI reports 23% year-on-year growth and 11% quarterly growth, driven by rising investment in advanced chipmaking capacity and AI computing infrastructure.
SEMI, the industry association advancing the global semiconductor and electronics design and manufacturing supply chain, announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 23% year-over-year to US$40.53 billion in the second quarter of 2026. Second-quarter 2026 billings registered an 11% quarter-over-quarter growth.
The results mark a second consecutive record quarter, reflecting accelerating demand for technology and capacity solutions to support AI investment momentum as well as global buildout of AI computing infrastructure.
"The second consecutive quarter of record semiconductor equipment billings reflects the industry's sustained investment in the advanced manufacturing capacity needed to support rising chip demand, particularly for AI infrastructure," said Ajit Manocha, SEMI President and CEO. "Growth across Asia, North America and Europe underscores the global nature of this demand and the critical role of semiconductor manufacturing in enabling the next wave of AI-driven innovation."
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.
