Recovery in Semiconductor Manufacturing Equipment Investment and Expansion of Asian Markets
First written in FY2018-Q1. 20 of 33 entries say "Advanced", first in FY2018-Q2. Latest entry: 2026-08-07.
The whole theme swung hardest in 2023: 6 of 15 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- 2026-08-07AdvancedEarnings
「SEMI（Semiconductor Equipment and Materials International）は、2026年第１四半期の世界半導体製造装置販売額が前年同期比14％増の365億米ドルに達したと発表しました。」
世界半導体製造装置市場の拡大について、前年同期比14％増という第1四半期の実績が示された。 - FY2026AdvancedAnnual report
「Semiconductor Equipment and Materials International (SEMI) announced that global semiconductor equipment sales in 2025 reached $135.1 billion, up 15% year on year, driven by continued capital investment to expand production capacity for advanced logic, memory and AI-related applications.」
The semiconductor equipment market increased 15% year on year to $135.1 billion in 2025, expanding further from the previous period's record high in 2024. - 2026-05-14AdvancedEarnings
「2025年の半導体製造装置の世界販売額が、先進ロジック、メモリー、AI関連の生産能力拡張に向けた継続的な設備投資に牽引されたことで前年比15％増の1,351億ドルに達した」
半導体製造装置市場の拡大が、前期の実績からさらに高い2025年の数値で示された。 - FY2026-H1AdvancedAnnual report
「SEMI (Semiconductor Equipment and Materials International) announced that global semiconductor equipment sales in the second quarter of 2025 reached $33 billion, up 24.0% year on year.」
Global semiconductor equipment sales increased 24.0% year on year to $33 billion, providing concrete evidence of market expansion driven by demand for generative AI and cloud infrastructure. - FY2025AdvancedAnnual report
「Semiconductor Equipment and Materials International (SEMI) announced that global semiconductor manufacturing equipment sales in 2024 reached a record $117 billion, up 10.0% year on year, driven by increased investment to expand production capacity for leading-edge and mature-node logic, advanced packaging and high-bandwidth memory.」
The semiconductor equipment market reached a record $117 billion in 2024, up 10.0% year on year, progressing from the previous period's slowdown and recovery outlook to expansion based on actual results. - FY2025-H1AdvancedAnnual report
「Semiconductor Equipment and Materials International (SEMI) reported that global semiconductor manufacturing equipment sales increased 4% year on year to $26.8 billion in the second quarter of 2024 and reached $53.2 billion cumulatively in the first half, marking a return to growth for the semiconductor manufacturing equipment market.」
The semiconductor equipment market increased 4% year on year to $26.8 billion, with first-half cumulative sales of $53.2 billion, and was described as having shifted from the market slowdown through the previous period into a recovery phase. - FY2024SoftenedAnnual report
「Global semiconductor equipment sales in 2023 decreased 1.3% from 2022, when they reached a record high, to $106.3 billion. However, sales of electronic devices and ICs turned higher in the fourth quarter of 2023, and further growth is expected in 2024, suggesting that recovery in the semiconductor manufacturing industry is becoming established.」
Market expansion paused in 2023, with sales decreasing 1.3% year on year, but the narrative shifted to market recovery as electronic device and IC sales recovered and growth was expected in 2024. - FY2024-Q3Decline in 2023, recovery in 2024 and $124 billion forecast for 2025Annual report
「According to a market forecast released by Semiconductor Equipment and Materials International (SEMI), global semiconductor manufacturing equipment sales are expected to reach $100 billion in 2023, down 6.1% from the record set in 2022. The market is forecast to recover in 2024 and reach $124 billion in 2025.」
Although the semiconductor equipment market was expected to decline year on year in 2023, forecasts indicated market expansion toward a recovery in 2024 and a new record high in 2025. - FY2024-Q22% market decline, rebound expected in 2024Annual report
「Semiconductor equipment sales decreased 2% year on year to $25.81 billion, but demand for semiconductor equipment remained generally solid, and the association's mid-year market forecast projected a rebound in 2024.」
The semiconductor equipment market decreased 2% year on year, slowing from its previously high growth rates. Demand was described as solid, and a rebound was projected for 2024. - FY2024-Q19% market growth driven by AI and automotive investmentAnnual report
「Semiconductor equipment sales increased 9% year on year to $26.81 billion, driven by long-term strategic investment to support technological advances in applications continuing to grow, such as AI and automotive.」
The global semiconductor equipment market increased 9% year on year, and long-term strategic investment in AI and automotive applications was described as supporting the market. - FY20235% market growth and record highAnnual report
「Semiconductor equipment sales increased year on year in Taiwan, North America and Japan, among other regions, reaching a record high of $107.64 billion worldwide, up 5% year on year.」
The semiconductor equipment market reached a record high in value, but growth slowed from 44% year on year in the previous period to 5%. - FY2023-Q37% market growthAnnual report
「According to global semiconductor equipment market statistics for the third quarter of 2022 announced by Semiconductor Equipment and Materials International (SEMI), semiconductor equipment sales increased year on year in China, North America and Japan, among other regions. Worldwide sales increased 7% year on year to $28.75 billion.」
The semiconductor equipment market continued to expand, increasing 7% year on year worldwide, but remained slower than its previously high growth rates. - FY2023-Q2Continued slowdown to 6% market growthAnnual report
「According to global semiconductor equipment market statistics for the second quarter of 2022 announced by Semiconductor Equipment and Materials International (SEMI), semiconductor equipment sales increased year on year in Taiwan and North America, among other regions. Worldwide sales increased 6% year on year to $26.43 billion.」
Although the semiconductor equipment market continued to expand, worldwide growth slowed from 38% year on year in the previous quarter to 6%. - FY2023-Q1Slowing market growthAnnual report
「Semiconductor equipment sales increased year on year in China, North America and Japan, while worldwide sales increased 5% year on year to $24.69 billion.」
Although the semiconductor equipment market continued to expand, worldwide growth slowed from 44% in the previous year to 5%. - FY2022AdvancedAnnual report
「According to global semiconductor equipment market statistics for 2021 announced by Semiconductor Equipment and Materials International (SEMI), semiconductor equipment sales increased year on year in Taiwan, South Korea, China, North America and Japan. Worldwide sales increased 44% year on year to $102.64 billion.」
The global semiconductor equipment market increased 44% year on year, with market recovery and expansion progressing further from the previous period. - FY2022-Q3AdvancedAnnual report
「According to global semiconductor equipment market statistics for the third quarter of 2021 announced by Semiconductor Equipment and Materials International (SEMI), semiconductor equipment sales increased year on year in Taiwan, South Korea, China and North America. Worldwide sales increased 38% year on year to $26.79 billion.」
The semiconductor equipment market increased year on year in Taiwan, South Korea, China and North America, and rose 38% worldwide to $26.79 billion. Market recovery and expansion continued. - FY2022-Q2AdvancedAnnual report
「According to global semiconductor equipment market statistics for the second quarter of 2021 announced by Semiconductor Equipment and Materials International (SEMI), semiconductor equipment sales increased year on year, centered on Asian markets including China, South Korea, Taiwan and Japan. Worldwide sales increased 48% year on year to $24.87 billion.」
The global semiconductor equipment market increased 48% year on year to $24.87 billion, with recovery from 2020 progressing further. - FY2021AdvancedAnnual report
「According to global semiconductor equipment market statistics for 2020 announced by Semiconductor Equipment and Materials International (SEMI), sales increased year on year, centered on Asian markets including South Korea, China, Japan and Taiwan. Worldwide semiconductor equipment sales increased 19% year on year to $71.19 billion.」
The global semiconductor equipment market increased 19% year on year, with recovery progressing from the market contraction in the previous year. - FY2021-Q3AdvancedAnnual report
「According to semiconductor equipment sales in the third quarter of 2020 announced by Semiconductor Equipment and Materials International (SEMI), sales increased year on year, centered on Asian markets including China, Taiwan, South Korea and Japan. Worldwide semiconductor equipment sales increased 30% year on year to $19.38 billion.」
The global semiconductor equipment market increased 30% year on year to $19.38 billion, with the growth rate expanding from 26% year on year in the previous quarter. Market recovery centered on Asia progressed. - FY2021-Q2AdvancedAnnual report
「According to semiconductor equipment sales in the second quarter of 2020 announced by Semiconductor Equipment and Materials International (SEMI), sales increased year on year, centered on Asian markets including South Korea, China, Japan and Taiwan, reversing the investment restraint through the previous year. Worldwide semiconductor equipment sales increased 26% year on year to $16.8 billion.」
The growth rate expanded from 13% year on year in the previous quarter to 26%, indicating further recovery in the semiconductor equipment market. - FY2021-Q1AdvancedAnnual report
「According to semiconductor equipment sales in the first quarter of 2020 announced by Semiconductor Equipment and Materials International (SEMI), sales increased year on year, centered on Asian markets including China, South Korea, Taiwan and Japan, reversing the investment restraint through the previous year. Worldwide sales increased 13% year on year to $15.57 billion.」
The semiconductor equipment market shifted from contraction through the previous period, with sales increasing in the first quarter of 2020, mainly in Asian markets including China, South Korea, Taiwan and Japan, and rising 13% year on year worldwide. - FY2020Continued contraction of the semiconductor marketAnnual report
「In 2019, semiconductor manufacturing equipment sales in Taiwan increased 68% year on year to $17,120 million due to aggressive capital investment by Taiwanese foundries. China increased 3% to $13,450 million, while South Korea declined 44% to $9,970 million and Japan declined 34% to $6,270 million. Globally, semiconductor manufacturers reduced capital investment amid a downturn in the memory market, bringing total sales down 7% to $59,750 million.」
The semiconductor equipment market shifted from the market expansion through the previous period and contracted in major regions other than Taiwan and worldwide. - FY2020-Q3Continued semiconductor market slowdown and shift toward FPD investmentAnnual report
「Although Taiwan increased 34% year on year, shipments decreased 36% in South Korea, 14% in China and 30% in Japan due to a ceiling in smartphone demand and the completion of investment in memory applications such as DRAM. Worldwide shipments decreased 6% to $14.86 billion.」
While shipments increased in Taiwan, semiconductor equipment shipments decreased in South Korea, China, Japan and worldwide, and the slowdown from the market expansion through the previous period continued. In FPD, the shift from restrained liquid crystal investment toward organic EL investment accelerated further. - FY2020-Q2Semiconductor market slowdown and more cautious investmentAnnual report
「Although Taiwan increased 47% year on year, shipments decreased 47% in South Korea, 11% in China and 39% in Japan due to a ceiling in smartphone demand and the completion of investment in memory applications such as DRAM. Worldwide shipments decreased 20% to $13.31 billion, indicating a more cautious investment environment.」
Following the market expansion trend through the previous period, semiconductor equipment shipments decreased in the second quarter of 2019 in major regions other than Taiwan and worldwide, and investment became increasingly cautious. - FY2020-Q1Semiconductor market slowdown and investment cycle completionAnnual report
「Although Taiwan increased 68% year on year, shipments decreased 54% in South Korea, 11% in China and 27% in Japan due to a ceiling in smartphone demand and the completion of investment in memory applications such as DRAM. Worldwide shipments decreased 19% to $13.79 billion.」
The semiconductor equipment market shifted from the expansion trend through the previous period, with shipments decreasing in South Korea, China, Japan and worldwide in the first quarter of 2019. Conditions surrounding the market expansion theme deteriorated, mainly in major regions other than Taiwan. - FY2019AdvancedAnnual report
「Although memory prices for DRAM and other applications declined due to a pause in data center investment and sluggish smartphone sales, total semiconductor equipment sales in 2018 reached a record $64.53 billion, up 14% year on year. By region, South Korea remained the world's largest market at $17.71 billion, while China became the world's second-largest market for the first time, surpassing Taiwan with sales of $13.11 billion, up 59% year on year.」
The semiconductor equipment market reached a record high in 2018, while the Chinese market increased 59% year on year to become the world's second-largest market, demonstrating the expansion of the Asian market. - FY2019-Q3AdvancedAnnual report
「Shipments increased 106% year on year in China, 40% in Japan, 23% in Taiwan and 11% worldwide, continuing to perform strongly.」
Semiconductor equipment shipments in the third quarter of 2018 increased 106% in China, 40% in Japan, 23% in Taiwan and 11% worldwide, and market expansion centered on Asia continued. - FY2019-Q2AdvancedAnnual report
「The semiconductor industry, which affects the performance of our group, remained strong according to semiconductor equipment shipments in the second quarter of 2018 announced by Semiconductor Equipment and Materials International (SEMI): shipments increased 51% year on year in China, 2% in South Korea, 47% in Japan and 19% worldwide.」
The semiconductor equipment market in the second quarter of 2018 increased 51% in China, 47% in Japan, 2% in South Korea and 19% worldwide, and favorable market conditions continued. - FY2019-Q1AdvancedAnnual report
「Against a backdrop of continued investment centered on DRAM and 3D-NAND, shipments increased 78% year on year in South Korea, 31% in China and 70% in Japan, resulting in a strong 30% increase worldwide to $16.99 billion.」
In the first quarter of 2018, the semiconductor equipment market increased year on year in South Korea, China, Japan and worldwide, and expansion in the Asian market continued. In the liquid crystal display market, however, investment eased due to falling large-panel prices and delays in organic EL investment. - FY2018AdvancedAnnual report
「Total semiconductor equipment sales in 2017 reached $56.62 billion, up 37% year on year, against a backdrop of aggressive capital investment driven by growing memory demand for smartphones and data centers. By region, the South Korean market, where major manufacturers undertook substantial capital investment, increased 113%, while the Chinese market, which is promoting the development of its semiconductor industry, increased 27%.」
The global semiconductor equipment market increased 37% year on year, with South Korea up 113% and China up 27%, demonstrating full-year expansion in the Asian market. - FY2018-Q3AdvancedAnnual report
「According to global semiconductor equipment shipments in the third quarter of 2017, shipments decreased 32% year on year in Taiwan, while increasing 139% in South Korea, 35% in China and 34% in Japan, resulting in a strong 30% increase worldwide. In the liquid crystal display market, investment in large panels and organic EL continued, mainly in South Korea and China, supported by solid panel demand.」
Shipments decreased 32% year on year in Taiwan, while increasing 139% in South Korea, 35% in China, 34% in Japan and 30% worldwide, confirming expansion in the global semiconductor equipment market. Investment also continued in the liquid crystal display sector, mainly in South Korea and China. - FY2018-Q2AdvancedAnnual report
「According to semiconductor equipment shipments in the second quarter of 2017, shipments increased 212% year on year in South Korea, 47% in Japan, 11% in China and 35% worldwide, reflecting expanded investment centered on memory applications such as 3D-NAND and DRAM. In the liquid crystal display market, investment in large panels and organic EL continued, mainly in South Korea and China, supported by solid panel demand.」
The semiconductor equipment market increased 212% in South Korea, 47% in Japan, 11% in China and 35% worldwide, confirming continued market expansion centered on Asia following the previous quarter. - FY2018-Q1First statedAnnual report
「According to semiconductor equipment shipments in the first quarter of 2017, shipments increased 110% year on year in South Korea, 84% in Taiwan and 25% in China, resulting in a strong 58% increase overall to $1.308 billion, driven by robust investment in miniaturization and 3D-NAND. In the liquid crystal display market, investment in large panels in China and in organic EL also continued, supported by solid panel demand.」
The company disclosed that semiconductor equipment shipments increased in South Korea, Taiwan and China, rising 58% year on year overall, and that investment in large panels and organic EL in China continued in the liquid crystal display sector.