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Group 1 - The core viewpoint of the articles highlights the significant growth in the semiconductor equipment market driven by AI-related demand and investments in advanced technologies, particularly from TSMC's 2nm process [1][5][6] - The Japan Semiconductor Equipment Association (SEAJ) has revised its sales forecast for Japanese semiconductor equipment, predicting a record high of 4.9111 trillion yen for 2025, a 3.0% increase from the previous year, and a further increase to 5.5004 trillion yen in 2026, marking a 12.0% year-on-year growth [1][2] - For the period from 2025 to 2027, the average annual compound growth rate (CAGR) for Japanese semiconductor equipment sales is estimated at 5.6%, up from a previous estimate of 4.6% [2] Group 2 - The global semiconductor equipment market is expected to reach a record high of $133 billion in 2025, with a projected growth of 13.7%, and further growth to $145 billion in 2026 and $156 billion in 2027 [5][6] - The growth in semiconductor equipment sales is primarily driven by investments in advanced logic, memory, and advanced packaging technologies related to AI [5][6] - The sales of wafer fab equipment (WFE) are forecasted to increase by 11.0% to $115.7 billion in 2025, reflecting strong demand from AI computing and DRAM investments [6][7] Group 3 - The World Semiconductor Trade Statistics (WSTS) predicts that global semiconductor sales will increase by 26.3% to $97.546 billion in 2026, nearing the $1 trillion mark and marking the third consecutive year of record growth [3] - The demand for memory, GPUs, and logic chips is expected to remain high due to investments in AI data centers [3]