How Long Will the Semiconductor Equipment Boom Last? "Record High Sales for 7 Consecutive Months"

[Image source=Reuters Yonhap News]

[Asia Economy Reporter Jeong Hyunjin] The global semiconductor manufacturing equipment boom has continued for seven consecutive months this year. Riding on the investment enthusiasm of semiconductor manufacturers, equipment demand has remained strong, breaking monthly sales records continuously.

According to the Semiconductor Equipment and Materials International (SEMI) on the 28th, the equipment order value of North American semiconductor manufacturing equipment companies last month was $3.8572 billion, marking a 49.8% increase compared to the same period last year. Compared to the previous month, the order value rose by 4.5%.

The order value mentioned by SEMI refers to equipment supply contract orders and is used interchangeably with the sales of semiconductor equipment companies. SEMI announces the monthly order trends of North American semiconductor equipment companies based on a three-month average. Since major semiconductor manufacturing equipment companies are mainly located in North America, this data is considered a useful indicator to gauge future trends in the semiconductor industry.

The equipment order value of North American semiconductor manufacturing equipment companies recorded an all-time high of $3.0382 billion in January this year and has renewed this record for seven consecutive months. From April to June, the year-on-year growth rate exceeded 50%, showing significant growth. Riding the semiconductor market boom in the second quarter of this year, semiconductor manufacturers such as Samsung Electronics, Taiwan's TSMC, and the U.S.'s Intel have continued large-scale investments, leading to a rapid increase in equipment orders.

This trend is expected to continue in the second half of the year. Ajit Manocha, CEO of SEMI, said, "The sales growth of North American semiconductor equipment companies in July, the start of the second half of this year, is significant," adding, "Capacity demand in the global semiconductor supply chain continues to increase, and the semiconductor equipment market is also continuously growing."

Earlier, the World Semiconductor Trade Statistics (WSTS) recently revised upward the global semiconductor sales growth rate for this year from 19.7% to 25.1%, and also adjusted next year's sales growth forecast from 8.8% to 10.1%.

This content was produced with the assistance of AI translation services.