Semiconductor manufacturers are expected to take a position a record $400 billion (about 530 trillion won) in purchasing semiconductor equipment over the following three years. Amongst them, China, Korea, and Taiwan are predicted to spend essentially the most money.
Reuters reported on the twenty sixth (local time) that the Global Semiconductor Industry Association (SEMI) predicted that global semiconductor equipment spending will reach $400 billion between 2025 and 2027.
SEMI predicted in a report that global equipment spending this yr will reach $99.3 billion (about 130 trillion won), up 4% from last yr. It is predicted to grow by 24% to $123 billion (roughly KRW 161 trillion) next yr, to $136.2 billion (roughly KRW 178 trillion), an 11% increase in 2026, and to $140.8 billion (roughly KRW 184 trillion), a 3% increase in 2027.
As trade tensions between the U.S. and China proceed, it’s predicted that excess demand for artificial intelligence (AI) chips and memory chips will occur, and equipment spending will increase to the biggest ever.
Semiconductor equipment spending is predicted to be led by China, Taiwan, and Korea. Specifically, China is predicted to turn into the highest spending region, investing greater than $100 billion (about 131 trillion won) over the following three years in accordance with its national self-sufficiency policy. Nonetheless, SEMI reported that investment in China is declining at a record level this yr.
Korea, home to the world’s top two memory semiconductor corporations, Samsung Electronics and SK Hynix, is predicted to spend $81 billion (about 106 trillion won) over the following three years. Taiwan, which owns the world’s largest foundry, TSMC, is predicted to record $75 billion (about 98 trillion won).
This was followed by america at $63 billion (roughly KRW 83 trillion), Japan at $32 billion (roughly KRW 42 trillion), and Europe at $27 billion (roughly KRW 35 trillion). SEMI announced that government subsidies shall be provided to secure the semiconductor supply chain in america, Japan, and Europe, and equipment investment in 2027 shall be greater than double this yr’s amount.
Currently, major semiconductor equipment corporations include Netherlands’ ASML, America’s Applied Materials, KLA, Lam Research, and Japan’s Tokyo Electron.
Reporter Park Chan cpark@aitimes.com
