Global Semiconductor Equipment Billings Rise 11% Year-over-Year to $33.66 Billion in Q3 2025 Amid AI Demand

Global semiconductor equipment billings reached $33.66 billion in the third quarter of 2025, marking an 11% increase compared to the same quarter in 2024 and a 2% rise from the second quarter of 2025, according to the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report released by SEMI.

The year-over-year growth was driven by investments in leading-edge logic, DRAM, and advanced packaging technologies to support AI computing. Equipment shipments to the China region also recorded a notable increase, contributing to the overall rise.

Year-to-date billings through the first three quarters of 2025 totaled nearly $100 billion, the highest amount recorded for this period.

Ajit Manocha, SEMI President and CEO, stated: “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. Strong AI demand continues to drive spending in advanced logic and memory segments, as well as in packaging applications geared toward energy efficiency.”

The WWSEMS Report is compiled from data submitted by members of SEMI and the Semiconduc...