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SEMI Forecasts 11% Year-over-Year Growth for Q3 2025 Semiconductor Equipment Market
Wednesday, December 3, 2025 at 06:40 AM
The semiconductor manufacturing equipment market is projected to reach approximately $33.7 billion in the third quarter of 2025, representing an 11% increase from the same period in the prior year, according to data released by SEMI.
Context
Global semiconductor equipment billings reached $33.66 billion in the third quarter of 2025, marking an 11% increase year-over-year and a 2% rise from the prior quarter, according to a December 2 report from industry association SEMI. The growth is driven by strong capital investment in advanced logic, DRAM, and packaging solutions to support the build-out of AI computing infrastructure. A significant increase in equipment shipments to the China region also bolstered the quarter's results.
For investors, the report confirms the semiconductor capital spending cycle has sustained momentum, extending positive visibility for equipment manufacturers into 2026. This strength flows through the supply chain, firming up order books for component suppliers like Will Semiconductor. While equipment vendors for advanced nodes are the primary winners, second-tier beneficiaries in materials and specialty ICs are also well-positioned to benefit from the ongoing investment wave.
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