Perkiraan SEMI: Penjualan Peralatan Semikonduktor Global Mencapai Rekor $165,9 Miliar pada Tahun 2026

SEMI released its mid‑year semiconductor equipment market report in August 2026. Global semiconductor manufacturing equipment revenue will reach USD 165.9 billion in 2026, a 23.2% year‑on‑year increase and hitting all‑time high record. The growth momentum will continue through 2028, and total market size is expected to reach USD 229.5 billion.

High‑end fab equipment delivery lead times keep extending, some core equipment lead‑time stretch over 18 months. Meanwhile, semiconductor equipment components face widespread price increases across the whole supply chain. Fab capacity expansion cycles last 12‑18 months, and component supply cannot keep pace with fast‑growing chip manufacturing demand. More chip manufacturers are accelerating component localization projects to ease supply risks.

AI chip production expansion remains the main driving force for equipment investment. Foundries and memory manufacturers keep raising capital expenditure to meet huge demand from cloud AI servers and edge‑AI hardware.