According to the most recent report from SEMI, in the first quarter of 2026, global semiconductor equipment billings witnessed a significant year-on-year growth of 14%, soaring to US$36.55 billion. This also marked a 1% sequential increase. The driving force behind this record-breaking quarterly sales performance was the wave of investments related to artificial intelligence (AI). These investments encompassed capacity expansion projects and technology upgrades aimed at bolstering the production of advanced logic chips, DRAM, and advanced packaging solutions.
