2026 Semiconductor Equipment Market Report Released: Behind China's 38% Share, Where Does the Certainty of Hard Technology Investment Come From?

The latest report from the Semiconductor Industry Association (SEMI) shows that global semiconductor equipment sales grew by 12% year-on-year in the first half of 2026, with China's market share reaching 38%, ranking first globally for four consecutive years. This data reflects the deep logic of hard technology investment: under the resonance of memory chip expansion, AI computing power demand, and the domestic substitution wave, semiconductor equipment and materials have become core tracks with