#USA #Milpitas #SEMI #semiconductor equipment #DRAM

Global Semiconductor Equipment Billings Show Remarkable Growth

In an encouraging announcement from SEMI, the industry association for the global semiconductor and electronics design and manufacturing community, it was reported that global semiconductor equipment billings have shown a substantial increase of 24% year-over-year for the second quarter of 2025. The total billings reached an impressive $33.07 billion, marking a notable 3% growth from the previous quarter. This growth trend is largely attributed to advancements in leading-edge logic and the increasing application of high bandwidth memory (HBM) technology in DRAM.

According to Ajit Manocha, SEMI's President and CEO, the data from the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report showcases a robust first half of 2025, with total revenues exceeding $65 billion. These figures build upon the record $117 billion in billings from 2024. Manocha emphasized that semiconductor manufacturers are actively investing in production capabilities to support the growing need for innovation in logic and memory devices that are critical for advancing artificial intelligence technologies. Furthermore, these investments are directed toward key initiatives aimed at enhancing the resilience of regional supply chains.

The impressive growth in billings is evidenced by the increasing demand for semiconductor technologies across diverse applications. Billings categorically highlight the escalating investments in advanced memory structures that are pivotal for powering AI, which is currently a leading trend driving the semiconductor market.

Regional Insights:

The report encapsulated data from SEMI members and the Semiconductor Equipment Association of Japan (SEAJ). Different regions experienced varying growth trajectories. The comprehensive report indicates that Asian markets have been receiving a higher volume of semiconductor shipments, reinforcing the notion that Asia has emerged as a central hub for semiconductor manufacturing.

Quarterly Billing Overview:

The WWSEMS Report provides detailed statistics about the quarterly billings from numerous regions, with breakdowns reflecting both quarter-over-quarter and year-over-year changes. Such granular data becomes invaluable for industry stakeholders seeking to understand market dynamics and make informed business decisions. Through the SEMI Equipment Market Data Subscription (EMDS), users can access an extensive collection of reports detailing semiconductor equipment market trends, alongside a monthly overview of billings across various global markets.

Future Market Trends:

As semiconductor companies gear up for more innovation, it is anticipated that equipment sales will continue to grow, benefiting from the increasing integration of semiconductor solutions into everyday technologies. Companies are focusing on improving their manufacturing processes to keep pace with the relentless demand for advanced electronic devices in various sectors, including telecommunications, computing, and consumer electronics. SEMI is dedicated to facilitating collaboration among its over 3,000 member companies to further advance their capabilities in addressing industry challenges.

The association represents around 1.5 million professionals within the semiconductor and electronics sectors, underscoring the collective effort aimed at promoting innovation and sustainability across the industry.

For more detailed insights or to subscribe to upcoming reports, the SEMI Market Intelligence Team offers direct assistance for inquiries regarding market statistics. Interested parties can explore further details on SEMI's official website, connecting through their social channels to stay updated on industry developments.

In conclusion, the continuous growth in semiconductor equipment billings not only signifies a thriving market but also highlights the critical role of technology in fueling the innovations of tomorrow. As companies invest in the future of semiconductor technology, the outlook appears positive, inviting more stakeholders to join in the evolution of intelligent electronic systems.