SEMI：芯片设备销售大增24%

Core Insights - The global semiconductor equipment market is projected to see a strong performance in Q2 2025, with revenues expected to reach $33.07 billion, marking a 24% year-over-year increase and a 3% quarter-over-quarter growth [2][6][10] Revenue Growth - In the first half of 2025, global semiconductor equipment revenues are anticipated to exceed $65 billion, driven by a record $117 billion in 2024 [5][10] - SEMI forecasts that global semiconductor equipment sales will reach a record $125.5 billion in 2025, representing a 7.4% year-over-year growth [7][10] Regional Performance - Mainland China reported $11.36 billion in Q2 2025, an 11% increase from Q1 2025 but a 7% decrease year-over-year [6] - Taiwan's revenue surged to $8.77 billion, a 24% increase quarter-over-quarter and a remarkable 125% increase year-over-year [6] - Korea experienced a decline of 23% quarter-over-quarter, with revenues at $5.91 billion, but a 31% increase year-over-year [6] Market Segmentation - The wafer fabrication equipment (WFE) segment is expected to grow by 6.2% to $110.8 billion by 2025, driven by increased investments in foundry and memory applications [10][11] - Semiconductor testing equipment sales are projected to rise by 23.2% in 2025, reaching $9.3 billion, while assembly and packaging equipment sales are expected to grow by 7.7% to $5.4 billion [10] Future Projections - The foundry and logic applications within WFE are expected to grow by 6.7% in 2025, reaching $64.8 billion, with further growth anticipated in 2026 [11] - NAND equipment market is projected to grow by 42.5% in 2025, reaching $13.7 billion, while DRAM equipment market is expected to grow by 6.4% in 2025 [11]