SEMI said in its Global Semiconductor Equipment Market Report that Q2 2026 global semiconductor equipment shipments value rose 23% YoY to $40.53 bln and 11% QoQ, marking a second consecutive record quarter. SEMI president and CEO Ajit Manocha said the results reflect sustained investment in advanced manufacturing capacity to meet rising chip demand, especially for AI infrastructure, with growth across Asia, North America and Europe underscoring the demand’s global reach.