On July 15, SEMI released the “Mid-Year Semiconductor Equipment Market Forecast Report”, stating that total global semiconductor manufacturing equipment sales in 2026 will reach a record high of 165.9 billion US dollars, an increase of 23.2% over the previous year. The growth momentum is expected to continue until 2028, and total equipment sales are expected to reach a record $229.5 billion, achieving five consecutive years of growth. AI-driven demand is reshaping the semiconductor manufacturing investment pattern.

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