SEMI: Global semiconductor equipment market expected to grow 10%, Taiwan's expected to double

2025/10/14

TechNews Technology News
September 8, 2025
By Zhang Jianzhong, Central News Agency

Semi International (SEMI) Senior Director of Industry Research, Ruiyu Tseng, said today that the global semiconductor equipment market is expected to grow by 7% to 10% this year, with Taiwan's market expected to double, exceeding the previously estimated 70% growth.

SEMICON Taiwan will take place on September 10th. Tseng attended a pre-show press conference today to analyze the growth momentum of the semiconductor market. He pointed out that global economic growth this year will be lower than the pre-pandemic average, and amid high uncertainty, corporate investment may slow.

However, investment by the top four US cloud service providers (CSPs) will continue to grow. Tseng said that this year's investment will exceed US$300 billion, a 46% year-on-year increase, and there is a possibility of an upward adjustment. Over the next two years, investment will continue to grow by double digits, potentially exceeding US$500 billion.

Zeng Ruiyu stated that according to estimates, CSP investment will account for approximately 20% of revenue. Considering that the current semiconductor industry investment accounts for approximately 19% of revenue, it is inferred that CSP is not overinvesting.

Tseng Ruiyu stated that investment in advanced processes (7nm and below) and memory related to artificial intelligence (AI) and high-performance computing (HPC) accounted for approximately 40% of the overall equipment market this year and is expected to rise further to 45% in 2027 and 55% in 2030.

Semiconductor equipment sales increased by 20% year-on-year in the first seven months of this year. Zeng Ruiyu noted that Taiwan and South Korea saw growth of 134% and 38%, respectively, driven by significant investment in AI-related semiconductors. China, due to a higher base last year, saw a year-on-year decline of 11%.

Tseng Ruiyu pointed out that the semiconductor equipment market will grow by 7% to 10% this year, with front-end wafer equipment expected to grow by approximately 6% to 7%, test equipment by 23%, and packaging equipment by 8%. Zeng Ruiyu said that Taiwan's semiconductor equipment market is expected to surge by 100%, exceeding the previously estimated 70% growth rate, and is expected to maintain a scale of US$30 billion next year.

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