Global semiconductor equipment spending to reach $160 billion in 2025

Global spending on semiconductor manufacturing equipment is expected to reach $160 billion in 2025, a 3% increase over $155 billion in 2024. Growth is driven by rising demand for advanced chips, particularly in artificial intelligence and data center sectors.

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Quarterly growth and market trends

According to Semiconductor Intelligence, sales in Q2 2025 reached $33.07 billion, up 23% compared to the same period last year. This increase reflects a significant rebound in investments, driven by new wafer fabs and technological upgrades among major chip manufacturers.

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Regional analysis

• China: highest spending at $11.36 billion, although down 7% from Q2 2024.

• Taiwan: strongest growth, with a 125% increase driven by TSMC investments.

• South Korea: $5.91 billion spent, in line with industrial expansion strategies.

• United States: slight decline due to delays in wafer fab expansion projects.

• Europe: $0.72 billion, down 23% from the previous year, but strategically important thanks to the European Chips Act.

Future outlook

Despite regional fluctuations, global demand for semiconductor manufacturing equipment remains strong, driven by advanced computing, AI, and data center needs. Policy initiatives such as the European Chips Act aim to strengthen local production, confirming the strategic importance of the sector in the coming years.

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