Global spending on chip-making equipment is projected to increase by 24% to $123 billion in 2025, according to estimates released by the global industry association SEMI. This robust growth is driven by factors such as increased demand for excess capacity in various geographical regions and the escalating need for AI chips and related memory components.
China is expected to maintain its position as the leading region for equipment spending, with investments exceeding $100 billion over the 2025-2027 period. Applied Materials is identified as one of the key equipment vendors poised to benefit from this substantial market expansion.
The report highlights a positive trend for the semiconductor equipment industry, indicating sustained investment in manufacturing capabilities worldwide. Applied Materials' role as a prominent supplier positions it to capitalize on this projected growth in the coming years.
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