Global Semiconductor Equipment Billings Increased 23% Year-Over-Year in Q2 2026, SEMI Reports

[Daniel Nenni]

Ongoing AI Investment Momentum Drove Back-to-Back Quarters of Record Results​

MILPITAS, Calif. – September 3, 2026 – SEMI, the industry association advancing 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 23% year-over-year to US$40.53 billion in the second quarter of 2026. Second quarter 2026 billings registered an 11% quarter-over-quarter growth.

The results mark a second consecutive record quarter, reflecting accelerating demand for technology and capacity solutions to support AI investments momentum as well as global buildout of AI computing infrastructure.

“The second consecutive quarter of record semiconductor equipment billings reflects the industry’s sustained investment in the advanced manufacturing capacity needed to support rising chip demand, particularly for AI infrastructure,” said Ajit Manocha, SEMI President and CEO. “Growth across Asia, North America and Europe underscores the global nature of this demand and the critical role of semiconductor manufacturing in enabling the next wave of AI-driven innovation.”

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.

The following are quarterly billings data in billions of U.S. dollars, with quarter-over-quarter and year-over-year changes by region:

About SEMI Equipment Market Data Subscription (EMDS)

The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports:

• Monthly SEMI North American Billings Report, an early perspective of equipment market trends
• Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and more than 22 market segments
• Bi-annual Total Semiconductor Equipment Forecast – OEM Perspective, an outlook for the semiconductor equipment market

Download a sample 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.

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About SEMI

SEMI® is the global industry association connecting over 4,000 companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

FAQ

What are the latest 2026 global semiconductor equipment billings?

SEMI reported in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings reached US$40.53 billion in the second quarter of 2026, up 23% year-over-year and 11% quarter-over-quarter.

What are growth drivers for semiconductor manufacturing investments?

According to the SEMI WWSEMS report for the second quarter of 2026, global semiconductor equipment results reflect continued investment in advanced manufacturing capacity and technology upgrades to support rising chip demand, particularly for AI infrastructure and the global buildout of AI computing capacity.

What is the WWSEMS report and who publishes it?

The Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report is a monthly SEMI market data report summarizing semiconductor equipment billings for seven regions and more than 22 market segments. It is compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report is part of the Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market.

 

[Xebec]

Would Intel's buying fab equipment for places like the UK and Israel show up as "North America", or "Europe" and "Rest of the World"?

 

[Daniel Nenni]

Would Intel's buying fab equipment for places like the UK and Israel show up as "North America", or "Europe" and "Rest of the World"?

That us a good question. I would guess it counts as destination versus purchase place.

 

[hist78]

Would Intel's buying fab equipment for places like the UK and Israel show up as "North America", or "Europe" and "Rest of the World"?

This situation doesn't normally happen too often. For accounting rules, government regulations, risk and liabilities management, and overall financial considerations, companies set up country-specific business entities, such as Intel Ireland Limited, TSMC's TSMC Arizona Corporation, and Japan Advanced Semiconductor Manufacturing, Inc. (JASM). All equipment billings are fulfilled through those country specific entities.

 

[Xebec]

This situation doesn't normally happen too often. For accounting rules, government regulations, risk and liabilities management, and overall financial considerations, companies set up country-specific business entities, such as Intel Ireland Limited, TSMC's TSMC Arizona Corporation, and Japan Advanced Semiconductor Manufacturing, Inc. (JASM). All equipment billings are fulfilled through those country specific entities.

That was my gut instinct too, but wanted to double check.

It adds some context to the scale of the numbers.