Story perspectives

China Leads Semiconductor Equipment Spending Through 2027

12/19/2025

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Summary

Story summary

China is projected to remain the largest buyer of semiconductor equipment through 2027.
SEMI (Semiconductor Equipment and Materials International) projects continued investment in mature and advanced processes, with sales declining after 2026.
Taiwan and South Korea are expected to rank second and third in equipment spending, with Taiwan focusing on AI and HPC capacity and South Korea investing in advanced memory chip projects, particularly high-bandwidth memory for AI servers.

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Story summary

China is projected to remain the largest buyer of semiconductor equipment through 2027.
SEMI (Semiconductor Equipment and Materials International) projects continued investment in mature and advanced processes, with sales declining after 2026.
Taiwan and South Korea are expected to rank second and third in equipment spending, with Taiwan focusing on AI and HPC capacity and South Korea investing in advanced memory chip projects, particularly high-bandwidth memory for AI servers.