半导体行业观察·2025-08-06 02:00Core Viewpoint - The global semiconductor equipment investment is expected to grow for the first time in three years, driven by AI demand, with an estimated increase of 7% to $135 billion in 2025 [2][3]. Group 1: Semiconductor Equipment Investment - The investment from the top 10 global semiconductor manufacturers, including TSMC, SK Hynix, Micron, SMIC, and Kioxia, is projected to increase, while Intel and Samsung are experiencing a decline in equipment investment [2]. - TSMC plans to invest between $38 billion to $42 billion for the construction of 9 factories in 2025, marking a year-on-year increase of approximately 30% [2]. - Micron is expected to significantly increase its investment in AI-related HBM (High Bandwidth Memory) by 70% to around $14 billion [2]. Group 2: Market Growth Projections - The AI semiconductor market is projected to reach $500 billion by 2030, more than three times the size in 2025, indicating strong growth potential [3]. - The global semiconductor sales forecast for 2025 has been revised upward to $700.87 billion, reflecting an 11.2% year-on-year increase, marking the second consecutive year of double-digit growth [3][4]. - The semiconductor sales are expected to continue growing, with a forecasted increase of 8.5% to $760.7 billion in 2026, setting a new historical record [4].