AI and Leading-edge Technology Transitions are Expected to Drive Three Consecutive Years of Growth through 2026

MILPITAS, Calif., July 22, 2025 /PRNewswire/ — SEMI today announced that global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record of $125.5 billion in 2025, a 7.4% year-on-year increase, according to its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective. Semiconductor manufacturing equipment growth is expected to continue in 2026, with sales projected to reach a new high of $138.1 billion, driven by leading-edge logic, memory and technology transitions.

SEMI 2025 Mid-Year Total Equipment Forecast By Segment

“Following strong growth in 2024, global semiconductor manufacturing equipment sales are forecast to expand again this year and set a new record in 2026,” said Ajit Manocha, SEMI president and CEO. “While the semiconductor industry is closely monitoring macroeconomic uncertainty, AI-fueled demand for chip innovations is driving investments in capacity expansions and leading-edge production.”

Semiconductor Equipment Sales by Segment 

After registering a record $104.3 billion in sales last year, the Wafer Fab Equipment (WFE) segment, which includes wafer processing, fab facilities and mask/reticle equipment, is projected to increase 6.2% to $110.8 billion in 2025. This upward revision from SEMI’s 2024 Year-End Equipment Forecast of $107.6 billion is largely driven by increased sales to foundry and memory applications. Looking ahead to 2026, WFE segment sales are projected to expand 10.2%, reaching $122.1 billion. The growth is attributed to capacity expansions in leading-edge logic and memory to support AI applications, as well as ongoing process technology migrations across major segments. 

The back-end equipment segment is anticipated to continue its strong recovery that began in 2024. Following that year’s robust 20.3% year-on-year growth, sales of semiconductor test equipment are projected to rise another 23.2% in 2025 to a new record of $9.3 billion. Assembly and packaging equipment sales grew 25.4% in 2024 and are forecast to increase 7.7% to $5.4 billion in 2025. Back-end equipment segment expansion is expected to continue in 2026, with test equipment sales rising 5.0% and assembly and packaging sales increasing 15.0%, marking three consecutive years of growth. The expansion is driven by significant increases in the complexity of device architectures and the robust performance requirements for AI and high-bandwidth memory (HBM) semiconductors. However, growth in this segment is partially offset by continued weakness in the automotive, industrial and consumer end markets.

WFE Sales by Application

WFE sales for foundry and logic applications are expected to show stable growth of 6.7% year-over-year to $64.8 billion in 2025, driven by robust demand for advanced nodes. In 2026, the segment is forecast to grow another 6.6%, reaching $69.0 billion. The growth will be supported by increased capacity expansion purchases and rising demand for leading-edge technologies as the industry progresses toward high-volume manufacturing at the 2nm gate-all-around (GAA) node.

Memory-related capital expenditures are projected to see an increase in 2025 and to demonstrate continued growth in 2026. NAND equipment sales continue to recover from a sharp contraction of 2023. After registering a modest 4.1% increase in 2024, the NAND equipment market is expected to see 42.5% expansion to $13.7 billion in 2025 and 9.7% to $15.0 billion in 2026, driven by advancements in 3D NAND stacking and capacity expansion. Meanwhile, DRAM equipment sales, which surged 40.2% in 2024 to $19.5 billion, are projected to grow at 6.4% and 12.1% in 2025 and 2026, respectively, supporting investments in HBM for AI deployment.

Semiconductor Equipment Sales by Region

Mainland China, Taiwan and Korea are expected to remain the top three destinations for equipment spending through 2026. China continues to lead all regions over the forecast period, though sales in the region are expected to decline from 2024 record investments of $49.5 billion. All other regions except Europe are expected to see significant increases in equipment spending starting in 2025. However, heightened trade policy risks may impact the pace of growth across regions.

The SEMI forecast is based on collective input from top equipment suppliers, the SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) data collection program, and the industry-recognized SEMI World Fab Forecast database. 

About SEMI Market Data

The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports:

• Monthly SEMI North American Billings Report, an early perspective of equipment market trends
• Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and more than 22 market segments
• Bi-annual Total Semiconductor Equipment Forecast – OEM Perspective, an outlook for the semiconductor equipment market

For more information on the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. Details on SEMI market data are available at SEMI Market Data.  

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact
Sherrie Gutierrez/SEMI
Phone: 1.831.889.3800
Email: sgutierrez@semi.org

SEMI 2025 Mid-Year Wafer Fab Equipment Forecast By Application

GUANGZHOU, China, July 22, 2025 /PRNewswire/ — On July 22, the China-Singapore ETF Link continues to expand with the listing of the Amova E Fund ChiNext Index ETF (ticker: CXT) on Singapore Exchange (SGX), launched by Nikko Asset Management (Nikko AM) in collaboration with E Fund Management (E Fund), the largest mutual fund manager in China, aiming to provide overseas investors with access to the growth potential of China’s ChiNext market.

The Amova E Fund ChiNext Index ETF is linked to the E Fund ChiNext ETF (ticker: 159915), which tracks the ChiNext Index—a key broad-based index of innovative and entrepreneurial companies listed on the Shenzhen Stock Exchange (SZSE). Over 90% of the index is weighted in strategic emerging industries such as next-generation information technology, new energy vehicles, and biotechnology, and includes leading companies like CATL, Inovance, InnoLight, Mindray, and Sungrow. The index constituents have demonstrated strong fundamentals, with compound annual growth rates of 21% in revenue and 14% in net profit since 2021. As of July 18, ETFs tracking the ChiNext Index held more than USD 16.3 billion in assets, led by the E Fund ChiNext ETF (ticker: 159915) accounting for USD 12 billion, which was also the first ETF to track the index.

“As the world’s second-largest economy, China has been steadily opening up its financial markets, becoming an essential part of global asset allocation,” Yue Fan, Executive Vice President of E Fund, stated. “As a core flagship of SZSE, the ChiNext Index was launched in 2010, with constituents reflecting the driving forces of China’s new economy – spanning innovative sectors such as semiconductors, artificial intelligence, new energy, and biopharmaceuticals. The Amova E Fund ChiNext Index ETF marks a milestone in China–Singapore financial collaboration, offering investors in Singapore and the broader region efficient access to China’s new economy. We have a similar cross-border ETF partnership with Nikko AM in Japan, and this new ETF in Singapore highlights our deepening long-term partnership and shared vision for global market expansion.”

“Our collaboration with E Fund marks a significant milestone in cross-border ETF innovation. We are proud to partner with E Fund to channel our combined scale, deep expertise, and local insights into this ETF that is a powerful representation of China’s entrepreneurial spirit and technological advancement. Together, we are offering investors a differentiated and forward-looking way to participate in China’s innovation-led growth story,” said Eleanor Seet, President and Director, Nikko Asset Management Asia Limited and Head of Asia ex-Japan, Nikko Asset Management.

The listing brings the China-Singapore ETF Link program to 10 ETFs since its 2022 inception, demonstrating strengthened financial cooperation and improved cross-border investment access between both markets while offering greater convenience to investors across Asia-Pacific region and globally.

About E Fund

Established in 2001, E Fund is a leading comprehensive mutual fund manager in China with over RMB 3.6 trillion (USD 512 billion) under management as of 30 Jun 2025. It offers investment solutions to onshore and offshore clients, helping clients achieve long-term sustainable investment performances. E Fund’s clients include both individuals and institutions, ranging from central banks, sovereign wealth funds, social security funds, pension funds, insurance and reinsurance companies, to corporates and banks. Long-term oriented, it has been focusing on the investment management business since inception and believes in the power of in-depth research and time in investing. It is a pioneer and leading practitioner in responsible investments in China and is widely recognized as one of the most trusted and outstanding Chinese asset managers.

About Nikko AM

With US$233.9 billion under management as of 31 March 2025, Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of equity, fixed income, multi-asset and alternative strategies. In addition, its complementary range of passive strategies covers more than 20 indices and includes some of Asia’s leading exchange-traded funds (ETFs). Effective 1 September 2025, Nikko Asset Management will be known as Amova Asset Management.

Credits surge to the addition of flagship clients and solid expansion of their ever-growing partner network.

NEW YORK, July 22, 2025 /PRNewswire/ — Shopware US, the leading global e-commerce platform, has reported triple-digit YoY growth for the first half of 2025, thanks to a series of major client wins, an expanding partner network, and product innovations that have kept Shopware at the forefront of Agentic Commerce AI innovation. The company’s success was recently recognized by B2B Paradigm in their latest report, receiving a medal in 11 out of 12 categories for commerce solutions tailored to mid-size merchants.

Shopware has added several marquee clients across a variety of verticals, including UPPAbaby, Good360, Eagle Crusher, BlueAlly, Noble, and Dynamic Team Sports. The platform has also broadened its partnerships network across the region with new partners in the areas of payments, functionality, and hosting with these new partner integrations: PayTrace, BlueSnap, Klaviyo, Vouched.id, Dopple, Zamp, Hawksearch, Sitevibes, Ibexa, iPaaS, Webscale, and Liquid Web.

The release of Shopware AI has proven pivotal toward automating workflows and simplifying operations, embedded with AI functionally which gives merchants much-needed tools to succeed in an AI-driven world. Enhanced B2B components further empower merchants to manage complex business models, ultimately leading to greater success and scalability. Earlier this year, Shopware announced their Agentic Commerce Alliance, an initiative which aims to protect merchant independence and preserve diversity across the globe as AI monopolization by large players like Google, Amazon and OpenAI increasingly becomes a threat to merchants.

To further capitalize on this growth, Shopware has appointed Ryan Mercier as Vice President of Sales for North America, responsible for scaling marketing efforts and strengthening client relationships as Shopware deepens its presence across the US and Canada.

“Shopware North America had an exceptional first half of 2025, surpassing all our targets and achieving 300% year-over-year growth in this market. To build on our momentum and continue gaining market share, we’re deepening our investment by bringing on Ryan to help lead the next phase of our growth,” said Jason Nyhus, President and General Manager, Shopware North America.

Later this year, on September 16, Shopware will spotlight their success at their annual community events: Shoptoberfest and Shopware Community Day. These annual events bring together industry leaders to celebrate progress in e-commerce, highlight merchant success and explore what the future has in store.

DomainTools’ Real-Time Threat Feeds usher in a new way to mitigate risk, supported by seamless integrations and comprehensive DNS coverage.

SEATTLE, July 22, 2025 /PRNewswire/ — DomainTools, the global leader in domain and DNS threat intelligence, today announced the release of Real-Time Feeds, which will transform users’ security posture from reactive analysis to proactive detection and mitigation. Supported by coverage of 97% of the Internet and seamless integrations with leading security platforms, Real-Time Feeds grant visibility into potentially risky infrastructure faster than anyone. Security teams will discover new, high-risk domains and hostnames as they’re created, enabling them to mitigate these threats before they can be weaponized.

How DomainTools has been a valued strategic partner for years.

“Centripetal leads the industry in operationalizing global threat intelligence to proactively protect our CleanINTERNET customers from all known cyber threats. DomainTools has been a valued strategic partner for years, and in 2024, we leveraged over 99.9% of their feed data to prevent domain-related incidents—contributing to our exceptionally low false positive rate across 1.2 trillion indicators,” said Dave Ahn, Chief Architect and VP at Centripetal. “Through close collaboration this year, we were among the first to adopt DomainTools’ Real Time Feeds and API, reducing the time from threat discovery to active prevention to under one minute. This level of speed and accuracy effectively closes the window for domain-based attacks. DomainTools has set a new standard for real-time, high-fidelity intelligence—critical to any modern, proactive defense strategy.”

In addition to proactive defense through blocking, Real-Time Feeds also accelerate incident response and threat detection. Security Operations Center (SOC), Network Operations Centers, and Incident Response (IR) teams can leverage feeds to spot and respond to devices connecting to new or high-risk domains, all within the context of their Security Information and Event Management (SIEM), Threat Intelligence Platform (TIP), or Security Orchestration, Automation, and Response (SOAR) solution. And with the DomainTools Risk Score powering feeds such as Real-Time Domain Hotlist, teams can confidently prioritize threats based on their risk level, reducing alert fatigue.

“We are confident that Real-Time Feeds will transform our customers’ ability to achieve a proactive security posture,” said Dan White, Principal Product Manager at DomainTools. “Any security team can benefit from the speed and coverage our feeds now provide, putting them in a position of proactive defense, and enabling them to get even more value out of their existing investments in security tooling like TIPs and SIEMs. Our new feeds and real-time delivery enable significantly faster visibility into emerging threats compared to traditional threat intelligence.”

Moreover, Real-Time Feeds offer powerful support for critical security operations, including fraud prevention and brand protection. With instant visibility into rapidly-changing online threats such as domains that mimic an organization, its supply chain, or partners, security teams can swiftly detect and respond to impersonation attempts, safeguarding brand integrity and reducing risk.

General Availability for Real-Time Feeds in September:

• Domain Risk
• Domain Hotlist
• Domain Discovery
• Newly Observed Domains
• Newly Active Domains
• Newly Observed Hostnames

Visit our product page to learn more about DomainTools Feeds and request a demo today.

About DomainTools

DomainTools is the global leader for Internet intelligence and the first place security practitioners go when they need to know. The world’s most advanced security use our solutions to identify external risks, investigate threats, and proactively protect their organizations in a constantly evolving threat landscape. For more information, visit https://www.domaintools.com.

Media Contact:
pr@domaintools.com