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SEMI reports global billings increased 21% YoY in Q1 2025

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Growth driven by AI demand and fab expansion.

SEMI has reported in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 21% year-over-year to US$32.05 billion in the first quarter of 2025. In line with typical seasonality, first-quarter 2025 billings registered a 5% quarter-over-quarter contraction.

“The global semiconductor equipment market began 2025 with a solid quarter that reflects future-looking investments in vital chipmaking capacity across regions,” said Ajit Manocha, SEMI President and CEO.“With the ongoing AI boom continuing to drive fab expansions and eq

Equipment sales, the industry is showing resilience in the face of uncertainty around geopolitical tensions, tariff volatility and export controls. SEMI is actively engaging with governments to advocate for policy stability essential to multi-billion-dollar fab investments, including equipment, and the long-term success of advanced manufacturing operations.”

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry.

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