SEMI Reports Global Semiconductor Equipment Billings Increased 14% Year-Over-Year in Q1 2026

SEMI reported record global semiconductor equipment billings of $36.55 billion in Q1 2026, a 14% year-over-year increase and 1% quarter-over-quarter gain, driven largely by AI-related investment in capacity expansion and technology upgrades for leading-edge logic, DRAM and advanced packaging. The strong equipment demand signals ongoing capital intensity across the semiconductor supply chain and supports positive near-term prospects for equipment suppliers and technology-heavy indices. The data — compiled with SEAJ — underscores continued AI-driven manufacturing momentum and may buoy investor sentiment toward semiconductor and broader tech exposure represented by the US Tech 100 index.