SEMI raised its global semiconductor equipment sales forecasts for the next 3-years on strong AI-related demand for leading-edge logic & memory chips, and advanced packaging:
2025 final US$134.7 billion2026 seen +23.2% year-on-year to $165.9B vs prior forecast $145B-Fab equipment: $143.9B, +23.1%-Test +31.0% to $15.3B, after strong 2025 +55.3%-Assembly & Packaging +9.6% to $6.7BChina, Taiwan and South Korea are expected to remain the top purchasers.Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments