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Core Viewpoint - The global semiconductor manufacturing equipment sales are projected to reach a record high of $125.5 billion in 2025, with a year-on-year growth of 7.4%, driven by demand for advanced logic, memory, and technology transformation [1] Group 1: Semiconductor Equipment Sales Forecast - The semiconductor manufacturing equipment sales are expected to continue growing, reaching $138.1 billion in 2026, supported by AI-driven chip innovation and capacity expansion [1] - The wafer fabrication equipment (WFE) sector is projected to grow by 6.2% to $110.8 billion by 2025, with a further increase of 10.2% to $122.1 billion in 2026, primarily due to foundry and memory application sales growth [2] - The backend equipment sector is anticipated to see a strong recovery, with semiconductor test equipment sales expected to grow by 23.2% to $9.3 billion in 2025, and assembly and packaging equipment sales projected to reach $5.4 billion, growing by 7.7% [3] Group 2: WFE Sales by Application - WFE sales for foundry and logic applications are expected to grow by 6.7% to $64.8 billion in 2025, with a further increase of 6.6% to $69 billion in 2026, driven by strong demand for advanced nodes [6] - NAND equipment sales are projected to recover significantly, with a growth of 42.5% to $13.7 billion in 2025, and a further increase of 9.7% to $15 billion in 2026, supported by advancements in 3D NAND stacking technology [6] - DRAM equipment sales are expected to rise by 40.2% to $19.5 billion in 2024, with subsequent growth of 6.4% and 12.1% in 2025 and 2026, respectively, to support AI deployment investments [6] Group 3: Regional Semiconductor Equipment Sales - By 2026, mainland China, Taiwan, and South Korea are expected to remain the top destinations for equipment spending, with mainland China leading despite a projected decline from a record $49.5 billion in 2024 [9] - All regions, except Europe, are anticipated to see significant growth in equipment spending starting in 2025, although increasing trade policy risks may impact growth rates [9]