Source of this article: Ai&chip.
Today's news, the Global Semiconductor Industry Association released the "Global Semiconductor Equipment Market Report", and sales in mainland China fell sharply.
Global semiconductor manufacturing equipment sales in the first quarterset the second highest record in history, with the largest growth rate in 13 quarters.
From the regional sales change, In the first quarter, sales in mainland China fell 18% year-on-year to US$10.26 billion, and continued style="color: #000000; --tt-darkmode-color: #A3A3A3;">It became the world's largest chip equipment market in the 8th quarter.
However, due to the increase in investment in semiconductor equipment in Taiwan and South Korea, mainland China has shrunk to 32% from 47% in the same period last year.
Sales in South Korea soared 48% to US$7.69 billion, becoming the world's second largest semiconductor equipment market.
Taiwan MarketSales soared 203% year-on-year to US$7.09 billion;
North American marketSales soared 55% to US$2.93 billion;
Japanese marketsales rose by 20% to US$2.18 billion;
European market sales plummeted 54% to US$870 million.
SEMI President and CEO Ajit Manocha said, "The global semiconductor equipment market achieved a solid start in the first quarter of 2025, reflecting the forward-looking investments in future chip manufacturing capacity in various regions.
As the AI boom continues to drive fab expansion and equipment sales, despite the uncertainty of geopolitical, tariff fluctuations and export controls, Industry still shows resilience.”
