Growth Driven by Robust Investments in Leading-Edge Logic, DRAM, and Packaging Technologies to Support AI Wave
MILPITAS, Calif. – December 2, 2025 – SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 11% year-over-year to US$33.66 billion in the third quarter of 2025. Third quarter 2025 billings registered a 2% quarter-over-quarter growth.
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 $100 billion – a record through three quarters – reflecting the industry’s sustained momentum and commitment to invest in technology innovation,” said Ajit Manocha, SEMI President and CEO. “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.”
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.
Following are quarterly billings data in billions of U.S. dollars, with quarter-over-quarter and year-over-year changes by region:
The SEMI Equipment Market Data Subscription (EMDS) provides comprehensive market data for the global semiconductor equipment market. The subscription includes three reports:
- Monthly SEMI Billings Report, a perspective on equipment market trends
- Monthly WWSEMS, a detailed report of semiconductor equipment billings for seven regions and 24 market segments
- SEMI Semiconductor Equipment Forecast, an outlook for the semiconductor equipment market
Download a sample of the EMDS report.
For more information about the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. More details are also available on the SEMI Market Data webpage.
![](https://www.semiconductorforu.com/wp-content/uploads/2025/03/2020-Battery_KE1010R2-970x250-ROTATING-FINAL-V3.gif")
