The industry association serving the global semiconductor and electronics design and manufacturing supply chain, SEMI, just presented its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report. It states that global semiconductor equipment billings increased 14% year-over-year to $36.55bn in the first quarter of 2026. First quarter 2026 billings registered a 1% quarter-over-quarter growth.
Record quarterly billings were driven by continued AI-related investment, including capacity expansion and technology upgrades supporting leading–edge logic, DRAM, and advanced packaging.
“The strong start to 2026 reflects continued industry investment in the capacity and infrastructure needed to support AI-driven semiconductor growth. Record first-quarter billings highlight ongoing momentum in leading-edge manufacturing and advanced packaging,” said,” said Ajit Manocha, SEMI President and CEO.
The report’s data was compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ). It is a summary of the monthly billings figures for the global semiconductor equipment industry.
