📊Executive Summary

In the first quarter of 2026, global semiconductor equipment billings reached US$36.55 billion, a 14% year-over-year increase, driven by investments in AI infrastructure and advanced semiconductor manufacturing. SEMI reported that China led the revenue with US$10.99 billion, followed by South Korea and Taiwan. Despite overall growth, China experienced a 16% drop from the previous quarter, indicating potential fluctuations in demand and supply dynamics. This strong performance reflects ongoing momentum in the semiconductor sector, particularly in logic, DRAM, and advanced packaging, essential for meeting AI-related demands....