India, June 8 -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 14% year-over-year to US$36.55 billion in the first quarter of 2026. First quarter 2026 billings registered a 1% quarter-over-quarter growth.

Record quarterly billings were driven by continued AI-related investment, including capacity expansion and technology upgrades supporting leading-edge logic, DRAM, and advanced packaging.

"The strong start to 2026 reflects continued industry investment in the capacity and infrastructure needed to support AI-driven semiconducto...