Global semiconductor equipment billings rose 23% year-over-year to $40.53 billion in the second quarter of 2026, marking a second consecutive record quarter, according to SEMI’s Worldwide Semiconductor Equipment Market Statistics report. Second-quarter billings also grew 11% quarter-over-quarter, the industry association said, reflecting accelerating demand for technology and capacity solutions to support AI investment momentum and the 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’s 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.”
The WWSEMS report is compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan, according to SEMI, and provides a monthly summary of billings figures for the global semiconductor equipment industry.
