PETALING JAYA: Global semiconductor equipment billings rose 11% year-over-year to US$33.66bil in the third quarter of 2025, according to US-based Semiconductor Equipment Manufacturers Industry (SEMI).
Quarter-on-quarter billings grew 2%, SEMI said in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.
The growth in billings was driven by robust investments in advanced technologies, particularly in leading-edge logic, DRAM, and packaging solutions for AI computing. Additionally, there was a notable rise in equipment shipments to the China region, contributing to the overall positive trend.
“Global semiconductor equipment billings year-to-date have reached nearly US$100bil – a record through three quarters – reflecting the industry’s sustained momentum and commitment to invest in technology innovation,” SEMI president and CEO Ajit Manocha said.
“Strong AI demand continues to drive spending in advanced logic and memory segments, as well as in packaging applications geared toward energy efficiency. This positive trajectory underscores the critical role semiconductors play in shaping a smarter and more connected world that powers next-generation digital solutions,” he added.
