MILPITAS, CA -- Global semiconductor equipment billings reached a record $36.5 billion in the first quarter, up 14% year-over-year and 1% sequentially, according to SEMI's Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report.

SEMI attributed the growth to continued investment in artificial intelligence-related semiconductor manufacturing, including capacity expansions and technology upgrades supporting leading-edge logic, DRAM and advanced packaging production.

"The strong start to 2026 reflects continued industry investment in the capacity and infrastructure needed to support AI-driven semiconductor growth," said SEMI president and CEO Ajit Manocha. "Record first-quarter billings highlight ongoing momentum in leading-edge manufacturing and advanced packaging."

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