芯片设备，大卖

Group 1 - The global semiconductor market is expected to grow at a compound annual growth rate (CAGR) of 8% and exceed $1 trillion by 2029, driven primarily by artificial intelligence (AI) [2] - AI-related semiconductors are projected to grow at a CAGR of 16%, accounting for half of the market share by 2030 [2] - The semiconductor manufacturing equipment market is forecasted to reach $108 billion in annual shipments by October 2025, representing a 15.7% increase from the previous year, with Taiwan and South Korea showing significant growth rates of 108% and 25% respectively [2] Group 2 - The Japanese semiconductor market has shown a robust year-on-year growth of 27%, while the Chinese market declined by 4%, which was better than SEMI's expectations [3] - The global semiconductor manufacturing equipment market is projected to reach a record $133 billion by the end of 2025, a 13.7% increase from the previous year, with further growth expected to $1,450 billion in 2026 and $1,560 billion in 2027 [3] - Wafer fabrication equipment is expected to reach $115.7 billion, growing by 11% year-on-year, driven by AI demand in DRAM and HBM sectors [3] Group 3 - In the backend equipment sector, semiconductor test equipment sales are expected to grow by 48.1% to $11.2 billion by 2025, while assembly and packaging (A&P) equipment sales are projected to increase by 19.6% to $6.4 billion [4] - Significant growth in front-end process investments in Japan is anticipated from 2026 to 2030, reaching $18 billion, with logic-related investments expected to account for about 50% of total investments [4] - The current memory shortage is influenced by the high demand for HBM memory in AI servers, which is affecting the supply of consumer-grade memory and standard DRAM, with tight conditions expected to persist until 2026 [4]