SEMICONDUCTOR EQUIPMENT MANUFACTURERS: Global semiconductor equipment shipments increased by 14% year-on-year in the first quarter.

The latest report from SEMI shows that in the first quarter of 2026, global semiconductor equipment shipments increased by 14% year-on-year to $36.55 billion, a 1% increase quarter-on-quarter. The record-breaking quarterly sales were driven by continued investments in AI-related technologies, including capacity expansion and technology upgrades to support advanced logic chips, DRAM, and advanced packaging.