Global investments in chipmaking equipment are projected to rise by 2% in 2025 to $110 billion, marking the sixth consecutive year of growth, according to a report by industry group SEMI. This growth is primarily driven by investments in tools necessary for artificial intelligence (AI) chips, with further growth of 18% expected in 2026.
China is forecast to remain the largest region for chipmaking investment in 2025, with spending expected to reach $38 billion, despite a 24% decline from $50 billion in 2024. This continued investment is part of China's drive for semiconductor self-sufficiency and a response to U.S. government restrictions.
Applied Materials is identified as one of the top equipment firms in the industry, alongside ASML, KLA, Lam Research, and Tokyo Electron. The report highlights the ongoing expansion of Chinese equipment makers such as Naura, AMEC, and Huawei affiliate SiCarrier, indicating an evolving competitive landscape.
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