Chip Equipment Billings Hit Record $40.53B on AI Demand Surge

Milpitas, Calif. – September 08, 2026 -- Global semiconductor equipment billings climbed 23% year-over-year to $40.53 billion in the second quarter of 2026, marking a second consecutive record quarter, according to SEMI's Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report.

Quarterly billings grew 11% sequentially as AI infrastructure spending accelerated

The second-quarter figure represents an 11% quarter-over-quarter increase, building on the prior record set in the first quarter of 2026. SEMI attributed the sustained growth to rising demand for advanced manufacturing capacity tied to AI computing infrastructure buildouts.

Growth spans Asia, North America and Europe, SEMI says

Ajit Manocha, SEMI President and CEO, said the back-to-back record quarters reflect the industry's ongoing investment in advanced manufacturing capacity to meet rising chip demand, particularly for AI infrastructure. He noted that expansion across Asia, North America and Europe demonstrates the global scale of this demand and the central role of semiconductor manufacturing in supporting AI-driven innovation.

Data compiled from SEMI and Japan's SEAJ member submissions

The WWSEMS report aggregates monthly billings data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), covering seven regions and more than 22 market segments for the global semiconductor equipment industry.