Korea

South Korea’s HBM Boom Drives Global Chip Equipment Sales to a Record ₩55T

The global semiconductor equipment market recorded over ₩55 trillion (approximately $40.7 billion) in sales during the second quarter of 2026, marking a new historical high.

AsiaAI Publisher  ·  September 4, 2026  ·  2 min read  ·  Source: 더일렉 THE ELEC

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Semiconductors & Hardware

The global semiconductor equipment market recorded over ₩55 trillion (approximately $40.7 billion) in sales during the second quarter of 2026, marking a new historical high. This growth is primarily attributed to strong demand for equipment used in advanced packaging and High Bandwidth Memory (HBM) production, driven by the expanding AI sector.

This surge indicates robust capital expenditure by chipmakers, particularly Samsung Electronics and SK hynix, which are heavily investing in HBM and advanced logic processes to meet AI infrastructure demands. The market’s growth signals sustained confidence in the long-term semiconductor cycle, diverging from earlier concerns about a downturn.

For the wider picture, see Korea Semiconductor Ecosystem.

Original source (Korean)

반도체 장비 시장, 2분기 매출 55조 돌파…사상 최대 경신

더일렉 THE ELEC

This story appeared in AsiaAI.FYI Issue #86.

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