SEMI Reports Global Semiconductor Equipment Billings Increased 11% Year-Over-Year in Q3 2025

Growth Driven by Robust Investments in Leading-Edge Logic, DRAM, and Packaging Technologies to Support AI Wave

MILPITAS, Calif., Dec. 3, 2025 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 11% year-over-year to US$33.66 billion in the third quarter of 2025. Third quarter 2025 billings registered a 2% quarter-over-quarter growth.

The growth in billings was driven by robust investments in advanced technologies, particularly in leading-edge logic, DRAM, and packaging solutions for AI computing. Additionally, there was a notable rise in equipment shipments to the China region, contributing to the overall positive trend.

"Global semiconductor equipment billings year-to-date have reached nearly $100 billion – a record through three quarters – reflecting the industry's sustained momentum and commitment to invest in technology innovation," said Ajit Manocha, SEMI President and CEO. "Strong AI demand continues to drive spending in advanced logic and memory segments, as well as in packaging applications geared toward energy efficiency. This positive trajectory underscores the critical role semiconductors play in shaping a smarter and more connected world that powers next-generation digital solutions."

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry. 

Following are quarterly billings data in billions of U.S. dollars, with quarter-over-quarter and year-over-year changes by region:

The SEMI Equipment Market Data Subscription (EMDS) provides comprehensive market data for the global semiconductor equipment market. The subscription includes three reports:

• Monthly SEMI Billings Report, a perspective on equipment market trends
• Monthly WWSEMS, a detailed report of semiconductor equipment billings for seven regions and 24 market segments
• SEMI Semiconductor Equipment Forecast, an outlook for the semiconductor equipment market

Download a sample of the EMDS report.

For more information about the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. More details are also available on the SEMI Market Data webpage.  

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contacts
Sherrie Gutierrez/SEMI
Phone: 1.831.889.3800
Email: sgutierrez@semi.org

Stephanie Quinn/Kiterocket (Media Inquiries)
Phone: 1.480.316.8370
Email: squinn@kiterocket.com  

Growth Driven by Robust Investments in Leading-Edge Logic, DRAM, and Packaging Technologies to Support AI Wave

MILPITAS, Calif., Dec. 3, 2025 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 11% year-over-year to US$33.66 billion in the third quarter of 2025. Third quarter 2025 billings registered a 2% quarter-over-quarter growth.

The growth in billings was driven by robust investments in advanced technologies, particularly in leading-edge logic, DRAM, and packaging solutions for AI computing. Additionally, there was a notable rise in equipment shipments to the China region, contributing to the overall positive trend.

"Global semiconductor equipment billings year-to-date have reached nearly $100 billion – a record through three quarters – reflecting the industry's sustained momentum and commitment to invest in technology innovation," said Ajit Manocha, SEMI President and CEO. "Strong AI demand continues to drive spending in advanced logic and memory segments, as well as in packaging applications geared toward energy efficiency. This positive trajectory underscores the critical role semiconductors play in shaping a smarter and more connected world that powers next-generation digital solutions."

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry. 

Following are quarterly billings data in billions of U.S. dollars, with quarter-over-quarter and year-over-year changes by region:

The SEMI Equipment Market Data Subscription (EMDS) provides comprehensive market data for the global semiconductor equipment market. The subscription includes three reports:

• Monthly SEMI Billings Report, a perspective on equipment market trends
• Monthly WWSEMS, a detailed report of semiconductor equipment billings for seven regions and 24 market segments
• SEMI Semiconductor Equipment Forecast, an outlook for the semiconductor equipment market

Download a sample of the EMDS report.

For more information about the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. More details are also available on the SEMI Market Data webpage.  

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contacts
Sherrie Gutierrez/SEMI
Phone: 1.831.889.3800
Email: sgutierrez@semi.org

Stephanie Quinn/Kiterocket (Media Inquiries)
Phone: 1.480.316.8370
Email: squinn@kiterocket.com  

** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **

SEMI Reports Global Semiconductor Equipment Billings Increased 11% Year-Over-Year in Q3 2025

SEMI Reports Global Semiconductor Equipment Billings Increased 11% Year-Over-Year in Q3 2025

TOKYO, April 2, 2026 /PRNewswire/ -- GA technologies Co., Ltd. (Headquarters: Minato-ku, Tokyo; President, CEO: Ryo Higuchi; Stock Code: 3491; hereinafter referred to as the "Company") announces that its AI real estate investment service, "RENOSY," has launched an initiative to rebrand "Renters Warehouse" (operated by RW OpCo, LLC [Headquarters: United States], a Group company), as "RENOSY by Renters Warehouse."

URL: https://www.renterswarehouse.com/

• Background and Outlook of the Brand Integration and Renewal

Since its founding in 2013, the Company has operated under its corporate philosophy:

"Spark excitement and inspiration by fusing technology with innovation to propel the world forward." The Company's core business is the AI real estate investment service "RENOSY," which leverages technology to provide unique one-stop services for property purchase, management, and sale.

RW OpCo, LLC, founded in 2007, operates the real estate investment marketplace "Renters Warehouse." Primarily serving individuals and institutional investors in the United States, the platform functions as an online marketplace and currently operates in 18 states and 31 locations across the country.

The Company completed the consolidation of RW OpCo, LLC as a subsidiary in March 2024 and began providing real estate services in the U.S. market.^[1] Since the fiscal year ending October 2025, the business has maintained strong performance, achieving quarterly profitability and growing rapidly to become the Company's third pillar of profit.^[2]

The Company has now moved to rebrand its U.S. business from "Renters Warehouse" to "RENOSY by Renters Warehouse," aiming to drive further growth in the U.S. market and maximize group synergies. Through the full-scale expansion of "RENOSY" in the U.S. market, the Company looks to promote the adoption of services that enable reliable, seamless, and optimal asset formation through real estate in the country.

The impact of this matter on the Company's business results is insignificant.

• AI Real Estate Investment RENOSY

RENOSY is an AI real estate investment service that utilizes technology. Reliable, seamless, and optimal asset-building through real estate is realized by providing one-stop support for the purchase, management, and sale of property, maximizing operational effectiveness. An extensive product lineup is offered that includes condominiums, apartments, and detached houses, etc. Surveys conducted by Tokyo Shoko Research have ranked RENOSY No. 1 in Japan in real estate investment sales and purchases.^[3]