Is AI fueling growth in semiconductor equipment billings?

SEMI reported first-quarter 2026 global semiconductor equipment billings of $36.55 billion, up 14% year over year and 1% sequentially.

SEMI, an industry association for the semiconductor and electronics supply chain, reported in SEMI’s Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 14% year-over-year to US$36.55 billion in the first quarter of 2026. First quarter 2026 billings also rose 1% from the previous quarter.

This is important for Control Engineering readers because motion controls and other advanced automation are used in semiconductor equipment, and the silicon that equipment produces is used in automation devices and systems.

Quarterly billings reached a record, driven by continued AI-related capacity expansion and technology upgrades for leading-edge logic, DRAM and advanced packaging. 

“The strong start to 2026 reflects continued industry investment in the capacity and infrastructure needed to support AI-driven semiconductor growth,” said Ajit Manocha, SEMI president and CEO. “Record first-quarter billings highlight ongoing momentum in leading-edge manufacturing and advanced packaging.

Based on data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS report summarizes monthly billings for the global semiconductor equipment industry.

The following are quarterly billings data in billions of U.S. dollars, with quarter-over-quarter and year-over-year changes by region:

About SEMI Equipment Market Data Subscription (EMDS) 

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

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

A sample EMDS report is available for download.

Edited by Puja Mitra, WTWH Media, for Control Engineering, from a SEMI news release.