[Agency: Global semiconductor equipment shipments increased by 23% year-on-year in the second quarter of 2026] On September 4, SEMI announced in the "Global Semiconductor Equipment Market Report" that global semiconductor equipment shipments increased by 23% year-on-year in the second quarter of 2026, reaching US$40.53 billion, a month-on-month increase of 11%. SEMI President and CEO Ajit Manocha said: "Record-breaking semiconductor equipment shipments for the second consecutive quarter reflect the industry's continued investment in advanced manufacturing capacity to meet growing chip demand, especially in the field of AI infrastructure. Growth in Asia, North America and Europe highlights the global nature of this demand and the critical role of semiconductor manufacturing in driving the next wave of AI-driven innovation."