Annual Symposium to Explore Industry Growth, Technology Disruptions and Strategic Decisions to Realize the $1 Trillion Market Vision

HALF MOON BAY, Calif. – January 7, 2026 – SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, will hold its annual Industry Strategy Symposium (ISS) on Sunday, January 11 through Wednesday, January 14 at the Ritz-Carlton Hotel in Half Moon Bay, Calif. ISS will convene semiconductor industry executives to help their business capture the momentum toward a $1 trillion market with insights on increasingly dynamic economic, geopolitical, and technological trends. The 2026 event provides start-of-year analysis on confronting challenges, embracing disruptions, and adapting business development strategies to today’s world. 

Skyrocketing demand for AI, new industry partnerships, and adjustments to the global supply chain are all changing how semiconductor companies do business. ISS 2026 will help industry leaders get ahead of such conditions to uncover new opportunities and navigate through change. This event provides a unique setting to engage with executives guiding the next era of the global semiconductor industry.  

“Semiconductors are the backbone of the modern world, and it’s up to us to ensure the industry stays agile amidst ongoing transformation,” said Joe Stockunas, president of SEMI Americas. “The outstanding speaker lineup at this year’s ISS executive event will highlight the importance of collaboration and looking ahead. By staying future-focused, the industry can better position itself to seize opportunities as they arise.” 

ISS 2026 key themes include: 

• Analyzing the 2026 economic outlook and geopolitical dynamics shaping semiconductor demand, investment risk, supply-chain resilience, and long-term strategic planning
• Preparing for the pace of growth required to reach $1 trillion in annual industry revenue by 2030
• Sharing insights into key industry megatrends, including AI acceleration, manufacturing diversification, and technology-driven resilience.
• Exploring AI’s impact across data centers, edge computing, automotive, life sciences, and cloud platforms—driving unprecedented demand for compute, memory, infrastructure, and energy efficiency
• Examining how AI, sustainability, advanced packaging, and cloud-driven innovation are converging to reshape the semiconductor ecosystem amid ongoing global disruption.
• Fostering industry-wide, collaborative partnerships 

ISS 2026 Highlights

Gain Strategic Insights from Keynote Speakers

• AMD: Mark Fuselier, Senior Vice President of Technology and Product Engineering
• Intel: Naga Chandrasekaran, Executive Vice President, Chief Technology and Operations Officer, and General Manager of Intel Foundry
• Lam Research: Vahid Vahedi, Senior Vice President and Chief Technology Officer
• Former U.S. Secretary of Homeland Security, President and Founder, Lighthouse Strategies: The Honorable Kirstjen Nielsen

Day 1 Sessions – Monday, January 12

• The Economic Outlook for 2026 and Semiconductors – Looking at the Risks: Duncan Meldrum, Hilltop Economics
• Geopolitical Outlook 2026: Trade Truces and Ceasefires?: Matt Gertken, BCA Research
• Tokens to Infrastructure: Dylan Patel, Semi Analysis
• Memory in the Age of AI, Scarcity as the Default State?: Mike Howard, TechInsights
• Semiconductor Outlook: Key Forces Shaping 2026 and Beyond: Jeff Janukowicz, IDC
• Capex and WFE Outlook: Riding the Wave: Bob Johnson, Gartner
• From AI Gold Rush to Fab Reality: Capacity, Fab Investment and Materials in a Fragmenting World: Clark Tseng, SEMI
• How Advanced Packaging is Enabling the Most Complicated Devices, Both for More Moore and More than Moore Applications: Jean-Christophe Eloy, Yole Group
• AI at the Heart of Data Center and Edge Semi Growth: Mario Morales, AMD
• Digitizing Biology Using Chip-Based Life Science Tools: Peter Peumans, imec
• Shaping Next-Gen Mobility: Semiconductor Needs, EV Innovation, and Autonomy: Kay Stepper, Lucid Motors

Day 2 Sessions – Tuesday, January 13

• Enabling the Next Era of High-Density Computing: David McCann, Amkor
• AI Leadership through Scalable Memory for Logic Fabs: Strategy and Implementation Paths: Sasikanth Manipatruni, Kepler Computing
• Essential Semiconductors: Industry Megatrends and Solutions: Ted Letavic, GlobalFoundries
• How AI is Impacting the Supply Chain Ecosystem for Semiconductors: Handel Jones, International Business Strategies (IBS)
• Towards a Greener Future: More Sustainable Materials in Semiconductor Manufacturing: Kevin Gorman, EMD Electronics
• Wafer Bonding: A Cornerstone of Future Semiconductor Architectures: Thomas Uhrmann, PhD, EVG
• Reinventing the Physical Layer: The Path to the Million-XPU AI Data Center: Nick Harris, Lightmatter
• Uncovering the Next Chapter for AI Computing: Mark Patel, McKinsey & Company
• Sustainable Silicon: Building Energy-Efficient AI Infrastructure for the Semiconductor Era: Tim Murnin, AWS
• Panel – Capitalizing on Disruption: Where Venture Capital Meets the Future of Semiconductors
  • Audrey Charles, Lam Research
  • Nick Harris, Lightmatter
  • Michael Stewart, M12 – Microsoft’s Venture Fund
  • Erik Hosler, OBSIDIA Semiconductors
  • Moderated by Daniel Armbrust, Silicon Catalyst 

Day 3 Session – Wednesday, January 14

• Bulls & Bears Panel: Unleashing AI Proliferation through Semiconductor Innovation
  • Stacy Rasgon, Bernstein Research
  • Melissa Weathers, Deutsche Bank
  • Brian Chin, Stifel
  • Krish Sankar, TD Cowen
  • Moderated by Lucia Greenblatt, MUFG

For more conference programming and networking opportunities, view the full ISS 2026 agenda. 

About SEMI 

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.  

• Read more about SEMI Industry Strategy Symposium 2026 Gathers Executives to Analyze Semiconductor Industry Challenges and Opportunities

Growth Supported by Leading-edge Logic, Memory and Advanced Packaging Applications from 2025 through 2027

TOKYO — December 16, 2025 — Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of $133 billion in 2025, growing 13.7% year-on-year, SEMI announced today in its Year-End Total Semiconductor Equipment Forecast – OEM Perspective at SEMICON Japan 2025. Growth in semiconductor manufacturing equipment sales is expected to continue in the two following years of the forecast period, with projections of $145 billion in 2026 and $156 billion in 2027. This growth will be driven primarily by investments related to AI, particularly in leading-edge logic, memory, and the adoption of advanced packaging technologies. 

“Global semiconductor equipment sales show robust momentum, with both the front-end and back-end segments projected to see three consecutive years of growth, culminating in total sales surpassing $150 billion for the first time in 2027,” said Ajit Manocha, SEMI president and CEO. “Investments to support AI demand have been stronger than anticipated since our midyear forecast, leading us to boost the outlook for all segments.”

Semiconductor Equipment Sales by Segment

After registering a record $104 billion in sales last year, the wafer fab equipment (WFE) segment, which includes wafer processing, mask/reticle, and fab facilities equipment, is projected to grow 11.0% to $115.7 billion in 2025. This represents an upward revision from the previously forecast $110.8 billion in the SEMI 2025 Mid-Year Equipment Forecast, reflecting stronger than expected investments in DRAM and high-bandwidth memory (HBM) to support AI computing. Continued capacity build-out in China is also contributing meaningfully to WFE demand. Looking ahead, WFE segment sales are projected to expand 9.0% in 2026 and 7.3% in 2027, reaching $135.2 billion as device makers increase spending on advanced logic and memory technologies.

The back-end equipment segment is anticipated to continue its strong recovery that began in 2024. Sales of semiconductor test equipment are projected to surge 48.1% to $11.2 billion in 2025, while assembly and packaging (A&P) equipment sales are projected to rise 19.6% to $6.0 billion. Back-end growth is expected to continue, with test equipment sales growing 12.0% in 2026 and 7.1% in 2027, and A&P sales are forecast to grow 9.2% in 2026 and 6.9% in 2027. This expansion is underpinned by the growing complexity of device architectures, accelerated adoption of advanced and heterogeneous packaging, and stringent performance requirements for AI and HBM semiconductors. These drivers are partly offset by ongoing softness in consumer, automotive and industrial demand, which continues to weigh on some mainstream test and packaging segments. 

Wafer Fab Equipment Sales by Application

WFE sales for foundry and logic applications are expected to show robust 9.8% year-over-year growth to $66.6 billion in 2025, supported by resilient spending for advanced nodes. The segment is forecast to see 5.5% growth in 2026 and 6.9% increase to $75.2 billion in 2027 as chipmakers add capacity for AI accelerators, high-performance computing and premium mobile processors. Investments will increasingly target leading-edge technologies as the industry moves toward high-volume manufacturing at the 2nm gate-all-around (GAA) node. 

Memory-related capital expenditures are projected to see significant expansion through 2027 powered by increasing demand for HBM to support AI deployment and ongoing technology migration. The NAND equipment market is expected to see growth of 45.4% to $14.0 billion in 2025 and further increase 12.7% to $15.7 billion in 2026 and 7.3% to $16.9 billion in 2027, driven by advancements in 3D NAND stacking and capacity expansion at both leading and mainstream layers. DRAM equipment sales are projected to rise 15.4% to $22.5 billion in 2025, followed by 15.1% and 7.8% year-on-year growth in 2026 and 2027, respectively, as memory suppliers ramp HBM and upgrade to more advanced process nodes to meet AI and data center requirements. 

Semiconductor Equipment Sales by Region

China, Taiwan and Korea are expected to remain the top three destinations for equipment spending through 2027. China is projected to maintain the leading position over the forecast period as domestic chipmakers continue to invest in both mature and select advanced nodes, even as growth moderates and sales gradually decline from 2026. In Taiwan, robust 2025 spending reflects large-scale leading-edge capacity builds for AI and high-performance computing, while Korea’s equipment outlays are supported by substantial investments in advanced memory technologies, including HBM. All other regions tracked are expected to see equipment spending increase in 2026 and 2027, supported by government incentives, regionalization efforts and targeted specialty capacity expansions.

The SEMI forecast is based on collective input from top equipment suppliers, the SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) data collection program and the industry-recognized SEMI World Fab Forecast database. 

About SEMI Market Data

The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports: 

• Monthly SEMI North American Billings Report, an early perspective of equipment market trends
• Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and more than 22 market segments
• Bi-annual Total Semiconductor Equipment Forecast – OEM Perspective, an outlook for the semiconductor equipment market

For more information on the report or to subscribe, please contact the SEMI Market Intelligence Team at [email protected]. Details on SEMI market data are available at SEMI Market Data.  

About SEMI

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

• Read more about Global Semiconductor Equipment Sales Projected to Reach a Record of $156 Billion in 2027, SEMI Reports

Exhibition Kicks off this Week, December 17-19, at Tokyo Big Sight

TOKYO – December 16, 2025 – SEMICON Japan 2025, the region’s premier microelectronics industry conference and exhibition, opens on Wednesday, December 17 at Tokyo Big Sight. This year’s event will feature two new summits, the AI x Sustainability x Semiconductor (AIS) Summit and the Metrology and Inspection (MIS) Summit. In addition, the annual exhibition will host a variety of seminars by leading semiconductor experts, over 1,200 exhibitors from 35 countries, and pavilions specializing in various themes and regional activities, greatly expanding on the scope of the previous event. Registration is open.

SEMICON Japan facts and figures (2024 data in parentheses) 

SEMICON Japan 2025 Scale 

• Number of exhibitors (including companies/organizations and joint exhibitors): 1,216 [1,107]
• Number of exhibit booths: 2,900 [2,789]
• Number of exhibiting countries: 35 [35]
• Estimated number of visitors: 120,000 [103,165 actual] 

SEMICON Japan 2025 Event Overview

• Dates: Wednesday, December 17 to Friday, December 19
• Venue: Tokyo Big Sight East Exhibition Hall 4-6, West and South Exhibition Halls, Conference Hall
• Organized by: SEMI Japan
• Number of times held: 49th Edition
• Website: https://www.semiconjapan.org/en

Major Events and Seminars

Various seminars will be held every day at SEMICON Japan 2025. Highlights are as follows:

(West Hall 4)

Wednesday, December 17

• Global Semiconductor Executive Summit AI x Sustainability x Semiconductors
  This session will bring together leading global companies to delve into how AI, sustainability, and semiconductors will interact and shape the society and economy of the future. NVIDIA, imec, Micron, and Intel will be taking the stage to address rapidly evolving AI technology, the transition to a sustainable society, and innovation in the semiconductor industry.
• Next-generation Semiconductor Technology 1: Device Edition 
  From AI, HPC, data centers, autonomous vehicles and more, semiconductor devices are evolving every day to meet demands of chip scaling and performance. This session will feature global companies including TSMC, Preferred Networks, SanDisk, and IBM, that lead the development of cutting-edge devices such as memory, logic, and AI chips. Company representatives will share their perspectives on technology innovation driving next-generation processes, architectures, and challenges.
• Next-generation Semiconductor Technology 2: Equipment and Materials
  As semiconductors continue to shrink, become more powerful, and support three-dimensional structures, continued innovation in equipment and materials is increasingly critical. This session will explore technological trends and the future of semiconductor manufacturing, from both the equipment and materials perspectives, and will feature experts from Lam Research, JX Nippon Mining & Metals, Fujifilm, and Disco.

Thursday, December 18

• The Frontline of AI: A New Era Opened up by Technological Innovation 
  This session will delve into the current state and future outlook of AI, and the role Japan must play in this wave of technological innovation. In addition, leaders from Japan and abroad will introduce the leading-edge of fundamental technologies that support AI, such as infrastructure, semiconductors, and communications – providing technical and strategic perspectives on realizing an AI society.
• Generative AI: Policy, Hardware Design, Platform, Application - Infinite Creativity and Possibilities
  Generative AI is rapidly advancing in fields such as text, images, and voice, and is becoming a driving force behind change in society and industry. This session will explore generative AI technology and its social and industrial impact, with leading companies from Japan and abroad discussing the possibilities, challenges, and future prospects of this disruptive technology.
• Advanced Packaging and Chiplet Summit 2025
  In the three innovative fields of light, vehicles, and AI that will support society in the future, this program will explore future efforts to achieve sustainability and expectations for advanced semiconductor and chiplet technologies, as well as industry challenges and the direction of standardization from the perspectives of materials and equipment.

Friday, December 19

• Japan’s Cutting-edge Semiconductor Strategy Contributes to the World Toward the Development of Japan’s Semiconductor Industry - Discussing Steps 1-2-3 and Beyond 
  This session will examine the progress of Japan’s  “Semiconductor and Digital Industrial Strategy” and explore the direction of policy and its impact on the industry. Speakers will share the latest trends and future prospects, with a view to the global contribution of Japan’s semiconductor industry. This will be a valuable opportunity for management and planning staff involved in industrial strategy to see the current state and future of their strategies.
• Grand Finale: The Future of the Semiconductor Supply Chain: The Challenge of Sustainability
  How can we achieve sustainable growth amidst a rapidly changing market environment and societal demands? With the major themes of “green” and “sustainability” at the core, this program will explore the challenges and new possibilities facing the industry and present a vision for the next era. This event will provide participants with a valuable opportunity to gain new perspectives and inspiration, as well as to show the direction of change in the semiconductor industry.

For more information on the SuperTHEATER sessions, visit: https://www.semiconjapan.org/en/programs/supertheater.

Additional SEMICON Japan Special Sessions

Measuring the future! The Metrology & Inspection Summit (MIS) has been newly established to promote the development of the inspection and measurement field and problem-solving in collaborative areas. It sheds light on the fundamental technologies that will support the semiconductor industry of the future. 


ADIS - The Era of Semiconductor Design
Semiconductors and software are becoming increasingly important in system development. The field of semiconductor design has evolved significantly in recent years, and advances in EDA tools (such as the use of AI and digital twins) have supported this evolution. This discussion will provide insight into fundamental issues such as what to design and how to strategically link it to the business. The latest exhibits and networking opportunities will be provided by companies involved in EDA, IP, device and board design.

• Workforce Development: These programs support early career professionals who will lead the industry in the future.
  • Thursday Wakamono Night, a forum highlighting a new project to engage students and young employees.  
  • 58 semiconductor-related companies will gather together at the semiconductor industry research event Mirai College.
  • The College of Technology exhibits technology and research results of young students.
  • Academia exhibition of semiconductor research wil present results by 68 university laboratories across Japan, and the Academia Award recognizing outstanding research.
  • Women in Business panel discussion.
• Technology Events: These sessions allow attendees to experience the latest technology and learn from entertainment to specialized knowledge.
  • Two new projects include: The Game, which uses a card game as teaching material to learn about semiconductor architecture design through a simulated experience, and Circuit Design (sponsored by the Ministry of Education, Culture, Sports, Science and Technology), a competition aimed at students who will be responsible for the future of semiconductor design.
  • In addition, the Semiconductors & e-Sports section will introduce the intersection between the latest games and semiconductor technology and will also feature an exhibition by professional players. There will be a photo opportunity and merchandise shop featuring artist BAKENEKO.

For more information on the special sessions, visit: https://www.semiconjapan.org/en/special-features.

Additional Resources:

• SEMICON Japan 2025 and other event information
  Exhibition admission registration and seminar/event participation: Free admission and advance registration required to participate.
  https://www.semiconjapan.org/en/about/pricing-and-register
• SEMICON Japan 2025 Floor Plan
  https://www.semiconjapan.org/en/exhibits/floor-map

SEMICON Japan 2025 Sponsors:

• SiC Alliance General Incorporated Association
• Japan Institute of Electronics Packaging
• Japan Electronics and Information Technology Industries Association
• Japanese Liquid Crystal Society
• Japan Scientific Instruments Association
• Japan Vacuum Industry Association
• Japan Electronics Packaging and Circuits Association
• Japan Electronic Device Industry Association
• Japan Semiconductor Equipment Association
• Japan Society of Applied Physics
• Japan Society of Vacuum and Surface Science
• Commercial Department, U.S. Embassy in Japan
• Tsukuba Power Electronics Constellation
• Quantum Innovation Initiative Council

Platinum Sponsors:

• DISCO Corporation
• High Tech Systems Co., Ltd.
• Hitachi High-Tech Corporation
• SCREEN Semiconductor Solutions Co., Ltd.
• Tokyo Electron Limited

Gold Sponsors:

• Advantest Corporation
• Applied Materials Japan, Inc.
• ASM International NV
• Ebara Corporation
• FUJIFILM Corporation
• JSR Corporation
• KLA Corporation
• KOKUSAI ELECTRIC Co., Ltd.
• Lam Research Corporation
• Micronics Japan Co., Ltd.
• Nikon Corporation
• Qnity Electronics, Inc.
• Tokyo Seimitsu Co., Ltd.

Workforce Development Sponsors:

• Horiba, Ltd.
• Murata Machinery Co., Ltd.
• SUMCO Corporation
• Toray Engineering Co., Ltd.

About SEMICON Japan 2025

SEMICON Japan is held to deepen insights into the latest trends and innovative technologies related to sustainability, supply chain management, human resource development, and other key industry issues. It invites thought leaders from the electronics design and manufacturing ecosystem, academia, and government to deliver keynote speeches and host business seminars. The 2025 event will mark the 49th time the event is held in Japan, and since its inception in 1977, it has been introducing cutting-edge semiconductor technology and its trends to the Japanese public. In recent years, the event has expanded to cover a wide range of topics unparalleled in Japan, focusing on semiconductors as the core of cutting-edge technology supporting the digital transformation era, including manufacturing technologies, equipment, and materials in the semiconductor industry, as well as application areas such as automobiles, IoT devices, and medical devices.

About SEMI 

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.  

• Read more about SEMICON Japan 2025 to Open With Inaugural Summit Focused on AI, Sustainability, and Semiconductors

SEOUL, South Korea — December 11, 2025 — As the semiconductor industry enters a transformative growth phase, Korea — a vital hub of the global semiconductor supply chain — is attracting increasing global attention. SEMICON Korea 2026, a premier platform presenting cutting-edge semiconductor technologies and next-generation semiconductor manufacturing paradigms leading the AI era, will take place in Seoul from February 11-13, 2026. Registration is now open.

With major chipmakers such as Samsung Electronics and SK hynix — along with numerous key materials, parts, and equipment suppliers — participating in force, the exhibition is poised to host global strategic discussions and collaboration on the future semiconductor ecosystem.

SEMICON Korea 2026 has expanded to its largest scale ever, extending beyond the COEX Convention Center into The Westin Seoul Parnas and Grand InterContinental Seoul Parnas. Approximately 550 companies will showcase their latest advanced manufacturing technologies and solutions across more than 2,400 booths, and the event is expected to draw over 70,000 industry professionals from around the world. This significant expansion reflects the sustained growth in Korea’s semiconductor business demand and the region’s drive to strengthen the global cooperation ecosystem.

More than just an exhibition, SEMICON Korea 2026 will feature over 30 conferences, offering a comprehensive view of advanced technology roadmaps and global market outlooks from global leaders and technical experts. The conference program begins with keynote addresses by leading industry companies. For the first time, SEMI and KAIST are jointly organizing a dedicated AI Summit, where KAIST faculty, Samsung Electronics, SK hynix, and major global equipment makers will discuss roadmaps and technical strategies for driving AI-based industrial innovation. In addition, other new features include a Cybersecurity Forum addressing semiconductor supply-chain resilience, and the Global Semiconductor Regulatory Outlook Forum focusing on PFAS, climate change, and other environmental or safety regulations impacting the industry — both domestically and internationally. Furthermore, the event will include a wide range of technical forums: SEMI Technology Symposium (STS) covering six key manufacturing process areas, Metrology & Inspection (MI) Forum, Test Forum, Smart Manufacturing Forum, and the Compound Power Semiconductor Summit.

Technology Conferences at SEMICON Korea 2026 include:                                                                                  

• AI Summit
• Compound Power Semiconductor Summit
• Cybersecurity Forum
• Global Semiconductor Regulatory Outlook Forum
• Metrology & Inspection Forum
• SEMI Technology Symposium
• Smart Manufacturing Forum
• Test Forum

A variety of global business collaboration programs will also be offered at SEMICON Korea 2026, including: 

• Market Trends Forum, with participation from SEMI analysts and global research institutions, will analyze outlooks and changes in the semiconductor industry.  
• Netherlands–Korea Semiconductor Tech Seminar will explore technology exchange and cooperation opportunities between the two countries, including corporate pitch sessions designed to foster industry partnerships.
• Startup Summit will identify and nurture more than 10 promising startups — potential next-generation unicorns — offering them the opportunity to pitch before global investors.
• Supplier Search Program, the exhibition’s flagship networking initiative, will bring in procurement representatives from global firms such as Kioxia, Micron and Sony, supporting the international expansion of Korean materials, parts, and equipment suppliers.
• US Investment Forum,with participation from the United States Department of Commerce, will present U.S. market outlooks, investment environments, visa systems, and state-level economic incentive programs.

For students aspiring to enter the semiconductor industry, SEMICON Korea will feature a special mentoring initiative — “Meet the Experts!” — with seasoned engineers from leading semiconductor companies who will share guidance on career development for future semiconductor professionals. Additionally, major semiconductor companies will host on-site recruitment programs at their exhibition booths, offering an opportunity to connect with new talent.

Pre-registration for SEMICON Korea 2026 is open through Wednesday, February 4, 2026. During this period, registration is free for exhibition access and keynote sessions, while conference attendance is available at early-bird rates. For more details, please visit the SEMICON Korea 2026 official website at www.semiconkorea.org.

• Read more about SEMICON Korea 2026 to Showcase Core Semiconductor Technologies for the AI Era

MUNICH – December 9, 2025 – The European Chips Diversity Alliance (ECDA) today announced Cassandra Melvin, Senior Director of Business Development and Operations at SEMI Europe, as the recipient of the inaugural Spark Excellence Award. The award was presented during the CxO Summit at SEMICON Europa 2025 held in Munich.

The Spark Excellence Award recognises exceptional leadership and dedication to advancing inclusion within the semiconductor ecosystem, celebrating individuals who are driving meaningful progress across the European microelectronics industry. 

Throughout her career, Melvin has advocated for inclusion as a driver of belonging and confidence. She leads with the belief that every voice deserves space, and that people do their best work when they feel seen and valued. Melvin is committed to active listening and building environments where people from all backgrounds can grow.

As Chair of the Diversity in Chips Leadership Board, Melvin plays a pivotal role in shaping the strategic direction of ECDA’s initiatives to promote inclusive practices and strengthen Europe’s microelectronics talent pipeline. With experience leading cross-functional teams, Melvin is committed to expanding efforts to expand skills-building and attract a diverse talent pool across Europe.

“It’s an incredible honour to receive the Spark Excellence Award,” said Melvin. “This recognition reflects the power of collaboration and inclusion in shaping the future of our industry. When we empower diverse voices and create space for growth, we drive innovation and build a stronger, more resilient semiconductor ecosystem for Europe and beyond.”

This year’s SEMICON Europa marked its 50th anniversary, making the recognition of industry excellence and inclusion even more significant as leaders across Europe gathered to celebrate progress, collaboration, and innovation within the semiconductor ecosystem.

About ECDA

The European Chips Diversity Alliance (ECDA) is a collaborative initiative comprising 11 partners across Europe. ECDA works to expand access to training and employment in microelectronics by removing barriers for underrepresented and underserved communities, helping unlock the full spectrum of Europe's talent pool. Learn more at diversityinchips.eu or follow us on LinkedIn or Instagram. 

About SEMI

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.   

Contact Information: 

Ana Isabel Billingslea Gonzalez / SEMI Europe  
Phone: +49 15738279300 
Email:  [email protected]

Sherrie Gutierrez / SEMI Corporate 
Phone: +1 831 889 3800  
Email: [email protected] 

• Read more about Cassandra Melvin Honored with Spark Excellence Award for Leadership and Commitment to Inclusion in the Semiconductor Industry

Growth Driven by Robust Investments in Leading-Edge Logic, DRAM, and Packaging Technologies to Support AI Wave

MILPITAS, Calif. – December 2, 2025 – SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 11% year-over-year to US$33.66 billion in the third quarter of 2025. Third quarter 2025 billings registered a 2% quarter-over-quarter growth.

The growth in billings was driven by robust investments in advanced technologies, particularly in leading-edge logic, DRAM, and packaging solutions for AI computing. Additionally, there was a notable rise in equipment shipments to the China region, contributing to the overall positive trend.

“Global semiconductor equipment billings year-to-date have reached nearly $100 billion – a record through three quarters – reflecting the industry’s sustained momentum and commitment to invest in technology innovation,” said Ajit Manocha, SEMI President and CEO. “Strong AI demand continues to drive spending in advanced logic and memory segments, as well as in packaging applications geared toward energy efficiency. This positive trajectory underscores the critical role semiconductors play in shaping a smarter and more connected world that powers next-generation digital solutions.”

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry. 

Following are quarterly billings data in billions of U.S. dollars, with quarter-over-quarter and year-over-year changes by region:

The SEMI Equipment Market Data Subscription (EMDS) provides comprehensive market data for the global semiconductor equipment market. The subscription includes three reports:

• Monthly SEMI Billings Report, a perspective on equipment market trends
• Monthly WWSEMS, a detailed report of semiconductor equipment billings for seven regions and 24 market segments
• SEMI Semiconductor Equipment Forecast, an outlook for the semiconductor equipment market

Download a sample of the EMDS report.

For more information about the report or to subscribe, please contact the SEMI Market Intelligence Team at [email protected]. More details are also available on the SEMI Market Data webpage.  

About SEMI

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

• Read more about SEMI Reports Global Semiconductor Equipment Billings Increased 11% Year-Over-Year in Q3 2025

MILPITAS, Calif. — December 1, 2025 — SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced the promotion of Royal Kastens as Vice President of Global Public Policy and Advocacy. Based in the SEMI Washington, D.C. office, Kastens brings 18 years of public policy experience to the role, including three years as the Director of Public Policy and Advocacy at SEMI.

Kastens will lead global government relations at SEMI, including directing strategies to strengthen SEMI’s public policy agenda and advancing advocacy initiatives globally. He will partner closely with SEMI regional presidents to expand the organization's reach, deepen engagement with policymakers, and support SEMI's global network of public policy committees and member companies.

“Leading the SEMI Global Advocacy team, Royal will collaborate with members to shape our policy agenda and drive government engagement on the issues that matter most,” said SEMI President and CEO Ajit Manocha. “His deep expertise, strategic insight, and keen ability to build relationships with key policymakers and regulators serve as critical assets in representing the interests of our member companies. In this time of unprecedented industry growth, challenges and uncertainty, we have great confidence in the continuity and proven ability that Royal brings to this role as SEMI continues to expand as the voice of semiconductor manufacturing and the broader electronics design value chain.” 

“I’m honored to step into this role at such a pivotal time when the semiconductor industry is undergoing transformative growth,” said Kastens. “I am committed to working with policymakers and SEMI member companies around the world to advance policies in focus areas including trade, tax, talent, and technology to strengthen our global supply chain, fuel innovation, and drive the trillion-dollar semiconductor future.”

Kastens succeeds former SEMI Vice President of Global Advocacy and Public Policy, John Cooney.

“We thank John Cooney for his leadership and contributions to the SEMI Global Advocacy program, driving key policies that help fuel semiconductor industry growth, innovation and workforce development, and advocating for strategic priorities on behalf of SEMI member companies,” Manocha said. 

Kastens began his career as Personal Aide to Senator Edward M. Kennedy and later served on the staff of the U.S. Senate Committee on Foreign Relations, focusing on European affairs and security assistance. He subsequently consulted at Van Scoyoc Associates before joining SEMI in 2022 as Director of Public Policy and Advocacy.

Kastens holds a B.A. in Political Science from Kutztown University of Pennsylvania and an M.A. in Government from Johns Hopkins University.

Visit SEMI Global Advocacy to learn more about public policy efforts and developments.

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

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Updated Assessment Provides Insights Into Europe’s Semiconductor Talent Gap

BRUSSELS – November 19, 2025 – The European Chips Skills Academy (ECSA), an European Union (EU)-funded initiative coordinated by SEMI Europe, today announced the publication of the Skills Strategy Report 2025 by DECISION Etudes & Conseil. Building on the essential data presented in the 2024 edition, this year’s report provides an updated and comprehensive analysis of the growing talent shortfall in Europe’s semiconductor industry.

The report identifies a structural imbalance between workforce demand and supply, revealing a shortage of skilled professionals across the European semiconductor ecosystem due to an aging workforce and a limited inflow of new talent. Nearly 30% of the current workforce is expected to retire by 2030, while the number of graduates entering relevant fields continues to grow by less than 1% per year. This mismatch is projected to result in an annual shortfall of approximately 10,800 skilled workers across the value chain. 

“The 2025 ECSA Skills Strategy Report offers a comprehensive view of the talent landscape across Europe’s semiconductor ecosystem,” said Laith Altimime, President of SEMI Europe. “Its findings highlight the scale of the unprecedented challenge we face and the urgency to act. This report underscores the need for collaboration between industry, policymakers, and education systems to ensure that Europe develops the skilled workforce essential to sustaining its technological ambitions.”

The report’s qualitative analysis draws on insights from more than 130 experts representing industry, academia, and training organisations. It outlines emerging job profiles, highlights the most difficult positions to fill, and identifies key trends in skills demand that extend beyond traditional manufacturing. From system design and verification to cybersecurity and AI-enabled hardware architectures, the semiconductor workforce of the future is being reshaped by cross-disciplinary and hybrid skillsets. 

“The 2025 edition of the Skills Strategy Report clearly shows that Europe’s semiconductor talent challenge has entered a new phase,” said Léo Saint-Martin, Senior Consultant at DECISION Etudes & Conseil. “Addressing this requires more than short-term measures. Strengthening collaboration between education and industry, and aligning curricula with evolving technological needs, will be key to ensuring a steady flow of qualified professionals who can sustain innovation and growth across Europe’s semiconductor ecosystem.”

The 2025 Skills Strategy Report is now available for download from the ECSA website. It offers a comprehensive view of current and future workforce requirements, regional skill-gaps, and actionable recommendations for industry, education providers and government bodies alike.

Download the 2025 report: ECSA Skills Strategy 2025 - European Chips Skills Academy
Access the 2024 edition: ECSA Skills Strategy 2024 - European Chips Skills Academy

About SEMI

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management, and other programs. Our SEMICON® expositions and events, technology communities, standards, and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services, and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

About ECSA

Launched in October 2023, the European Chips Skills Academy (ECSA) addresses skills shortages across Europe's semiconductor sector. The initiative collaborates closely with industry, academia, and policymakers to upskill, reskill, and attract new talent to the semiconductor workforce, supporting Europe's digital transition and sustainable growth.

For further information: https://chipsacademy.eu.

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Leadership Award for Outstanding Contributions to Semiconductor Innovation Presented During SEMICON Europa 2025

MUNICH – November 18, 2025 – SEMI Europe today announced that Dr. Owen J. Guy, Professor of Chemistry at the Centre for Integrative Semiconductor Materials (CISM), Swansea University, received the prestigious SEMI Academia Impact Award at SEMICON Europa 2025. Presented during the CxO Summit, the award honors Dr. Guy’s outstanding contributions to semiconductor research, innovation, and industry-academia collaboration.

The SEMI Academia Impact Award recognizes university leaders whose pioneering work has not only pushed the boundaries of scientific knowledge but also driven real-world impact across the semiconductor ecosystem. The award celebrates individuals whose dedication, vision, and collaborative leadership are shaping the future of semiconductor technology and strengthening ties between academia, industry, and government.

“Europe’s semiconductor resilience relies on visionary leaders like Dr. Guy, who not only advance technology but also cultivate the talent that will carry our industry forward,” said Laith Altimime, President of SEMI Europe. “His dedication to leadership, mentorship, and collaboration reflects the qualities Europe needs to strengthen its talent pipeline and global competitiveness. We are proud to honor a mentor who continues to inspire the next generation of semiconductor leaders.”

“I’m deeply honoured to receive the SEMI Impact Award," said Dr. Guy. "This recognition reflects the collective effort of our community in advancing semiconductor education, outreach and skills — from our close collaboration with SEMI through the Talent Forums and ChipQuest Challenge, to our research within the Compound Semiconductor Cluster and European consortia on silicon carbide, graphene, and manufacturing innovation across Europe. I’m proud to contribute to shaping the next generation of semiconductor talent and technology."

The SEMI Academia Impact Award also reflects SEMI’s broader commitment to developing the next generation of semiconductor talents. Through initiatives such as SEMI on Campus, NextGen Talent, and ChipQuest Challenge, SEMI Europe is working to strengthen the talent pipeline and build long-term workforce resilience. SEMI on Campus and NextGen Talent connect industry leaders with university students across Europe, highlight semiconductor career opportunities, and foster dynamic collaboration between academia and industry. The ChipQuest Challenge invites students from primary school through university to create videos introducing semiconductor technologies to younger learners, inspiring curiosity and awareness about the world of chips from an early age. 

By bringing together insights from semiconductor leaders, educators, and students, SEMI is helping define best practices for attracting, developing, and retaining top talent. These programs empower learners with real-world exposure, hands-on pathways, and direct connections to employers, supporting skill development, career readiness, and inclusive participation in one of the world’s most critical technology sectors.

For more details, please visit the SEMI Academia Impact Award and European Diversity and Inclusion Initiatives websites and connect with SEMI Europe on LinkedIn and Youtube @SEMIEurope. 

About SEMI 

SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.  

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Commemorating Its 50th Anniversary, SEMICON Europa Opens November 18 in Munich 

MUNICH — November 17, 2025 — SEMICON Europa 2025, co-located with productronica, will return to Munich from November 18-21 to mark its 50th anniversary, bringing together global industry leaders, innovators, and policymakers to strengthen Europe’s position in the global semiconductor landscape. Registration is open.

Themed Global Collaborations for European Economic Resilience, this year’s program will spotlight critical industry topics including sustainability, smart mobility, materials, advanced packaging, fab management, MEMS and sensors, and workforce development. 

“As we mark 50 years of SEMICON Europa, we look forward to bringing the industry together to explore the innovations and partnerships driving the future of Europe’s semiconductor industry,” said Laith Altimime, President of SEMI Europe. “Looking ahead, global partnerships are essential to secure Europe’s prosperity, sustainability, and long-term leadership, and SEMICON Europa remains the platform where these collaborations take shape.”

“To meet the ever-growing demands of AI, the semiconductor industry must address the need for flexible, versatile compute architectures implemented in flexible, versatile technology platforms while addressing the increasing challenges of density, power, thermal and memory,” said Luc Van den hove, President and CEO of imec, who will present at SEMICON Europa. “At imec, we believe transformative innovation depends on our ability to join forces across the ecosystem—uniting system companies, technology developers, manufacturers, and academic partners. By expanding our infrastructure and fostering global collaboration, we not only shape the future of semiconductor technology but also set the pace for innovation and prosperity across industries. These advancements are also crucial for sectors such as automotive, health, augmented and virtual reality (AR/VR), and security, where AI and cutting-edge semiconductor solutions are driving new capabilities and transforming key industries in Europe.”

Notable speakers at the SEMICON Europa CxO Summit on Tuesday, November 18 will include:

• Anne Hidma, Senior Vice President EUR & US, ASML
• André Grede, Chief Technology Officer, Comet
• Christian Koitzsch, President and Managing Director, European Semiconductor Manufacturing Company (ESMC)
• Christian Senger, Member of the Board for Fully Autonomous Mobility and Transport & CEO ADMT GmbH, Volkswagen
• Christophe Frey, Vice-President of EU Engagements, Arm France
• Christophe Maleville, Chief Technology Officer, Soitec
• Fabio Gualandris, President Quality, Manufacturing & Technology, STMicroelectronics
• Herbert Blaschitz, Executive VP of Advanced Technology Facilities, Exyte
• Henri Berthe, President of the Semiconductor Segment, Schneider Electric
• Joerg Schulze, Spokesperson for the Bavarian Chips Alliance; Director, Fraunhofer IISB / Bayern Innovativ GmbH
• Luc Van den hove, President & CEO, imec
• Manfred Horstmann, General Manager and Senior Vice President, GlobalFoundries
• Narjiss Haddaoui, Managing Director, European Economics
• Oliver Schenk, Member of the European Parliament, European Parliament
• Pierre Chastanet, Head of Unit for Microelectronics & Photonics, European Commission
• Sébastien Dauvé, CEO, CEA-Leti
• Terence Gan, Executive Director, Institute of Microelectronics
• Tuomas Korpela, Business Development Senior Manager, Nokia

Other SEMICON Europa Highlights 

• ITF Chip into the Future - Powered by imec: This session will bring exclusive insights from imec and its ecosystem on how EU Chips Act initiatives like the NanoIC project and European pilot lines are bridging the gap between research and industrial adoption to strengthen economic resilience.
• Advanced Packaging Conference (APC): Leading experts will explore the latest innovations in chiplets, 2.5D/3D stacking, heterogeneous integration, advanced materials, and other packaging techniques that enable high-performance computing, AI, and next-generation electronics through improved power efficiency, miniaturization, and thermal management.
• Fab Management Forum (FMF): Presenters will explore strategies to enhance semiconductor manufacturing efficiency and performance. Topics include global market strategies, supply chain resilience, AI powered smart factories, and disruptive technologies.
• MEMS & Imaging Sensors Summit: Participants will discover how the latest MEMS and imaging technologies are enabling next-level value creation across industries such as automotive, healthcare, and smart systems, with a focus on AI-enhanced sensing and data fusion in next-generation applications.
• Executive Forum Programs: Sessions will feature insights on global semiconductor strategy, emerging regional innovation hubs, and AI-driven technology roadmaps. Industry experts will also address smart mobility, advanced manufacturing, and end-to-end production excellence.
• TechARENA Programs: Focused on emerging technologies, TechARENA sessions will explore advancements in fields such as sustainable fab innovation, III-V technologies, future computing, and AI chip design. The discussions will also address global challenges related to supply chain management, sustainability, and talent development, with an emphasis on the role of European research and innovation in driving the growth of the semiconductor industry.

50th Anniversary Celebration Special Activities

As part of the 50th anniversary of SEMICON Europa, attendees are invited to experience a series of special installations and activities in Hall C2 that celebrate the past, present, and future of microelectronics industry.

• Innovation Journey to the Past: An immersive exhibition of vintage technologies showcasing the evolution of microelectronics, featuring retro devices, Polaroid photography, and classic video games.
• 50 Years Forward Time Capsule: An interactive station where visitors can submit written or video reflections on the future of microelectronics, with each contribution preserved as part of the anniversary celebration and rewarded with a gift.
• imec VR Experience: A virtual reality journey through technological innovation offering an engaging, forward-looking exploration of the semiconductor landscape.
• Golden Moments Studio: A special anniversary photo booth for attendees to capture memories.
• SEMI Networking Lounge: A quiet, comfortable space in the southwest corner of Hall C2 for meetings, collaboration, and recharging during the event.
• Pixels & Popcorn Theatre: A retro-inspired mini-cinema featuring twice-daily screenings of Star Wars: Episode IV – A New Hope and Back to the Future, complete with complimentary popcorn and snacks.
• SEMI Startup Showcase: A pavilion featuring 33 emerging companies presenting breakthrough technologies and offering opportunities for networking, partnership exploration, and early-stage innovation discovery.

Programs in halls B1, C1, and C2 are complimentary for all SEMICON Europa and productronica visitors. For more details, please visit the SEMICON Europa 2025 website and connect with SEMI Europe on LinkedIn or Youtube @SEMIEurope (#SEMICONEuropa).

SEMICON Europa 2025 Sponsors

• Diamond: Comet, Soitec
• Platinum: imec, Mann+Hummel, Merck KGaA, Darmstadt, Germany, Schneider Electric, SUSS
• Gold: Edwards, European Economics, Evatec, Exyte,  KLA, Micron, Synopsys, TEL
• Silver: A*STAR Institute of Microelectronics, Lam Research, NY Creates, Semiconductor-X
• Headline: Invest in Bavaria, Invest in Pomerania
• Event: Accretech, Anzaplan, ASE, MKS | Atotech, CI SEMI, CTP Parkmakers, Deaxo, DSV, Entegris, EV Group (EVG), Flexciton, HCL Tech, IDA Ireland, INFICON, Nanores Lab, Planimize, SCREEN, Semilab, Spanish Society for Technological Transformation, Siemens, Techno Horizon, VAT

About SEMI 

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.  

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