SEMI: Global semiconductor equipment shipments in the second quarter of 2026 reached $40.53 billion, a 23% increase from the previous year, setting a new record for two consecutive quarters

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According to a report released by SEMI, the global shipment value of semiconductor equipment in the second quarter of 2026 was $40.53 billion. This figure represented a 23% increase year-over-year and a 11% increase quarter-on-quarter, marking a record high for two consecutive quarters. Ajit Manocha, president and CEO of SEMI, noted that this trend reflects the industry’s efforts to increase advanced manufacturing capacity to meet the growing demand for chips, especially in AI infrastructure. The report also showed growth in shipment values in the three major regions of Asia, North America, and Europe.

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I IT之家 zh 2026-09-06 16:41

According to a report released by SEMI, the global shipment value of semiconductor equipment reached $40.53 billion in the second quarter of 2026, a 23% increase year-over-year and a 11% increase quarter-on-quarter. Ajit Manocha, president and CEO of SEMI, said that this figure set a new record for two consecutive quarters, reflecting the industry’s trend of increasing investment in advanced manufacturing capacity to meet growing chip demands, especially those related to AI infrastructure. Growth occurred across all three major regions: Asia, North America, and Europe, highlighting the critical role of semiconductor manufacturing in driving the next wave of AI-driven innovation.