Global semiconductor equipment billings grew 13 percent year-on-year to US$15.57 billion in the first quarter, with Taiwan remaining the top spender, trade group SEMI showed in a report released on Wednesday.
Taiwanese semiconductor makers spent US$4.02 billion on equipment last quarter, up 6 percent from US$3.81 billion year-on-year, the report showed.
The nation’s equipment spending was bolstered by Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) investment in leading-edge technologies, including for 7-nanometer, 5-nanometer and 3-nanometer chips.
TSMC, the world’s biggest chipmaker, plans to invest between US$15 billion and US$16 billion on new facilities and equipment this year, expecting strong demand for 5G-related chips and high-performance-computing devices such as servers.
China’s equipment spending grew fastest last quarter, up 48 percent to US$3.5 billion from US$2.36 billion a year ago, ranking second highest in the world, according to SEMI.
South Korea ranked third with billing totaling US$3.36 billion, up 16 percent from US$2.89 billion a year ago, as its chipmakers, led by Samsung Electronics Co, boosted investments on memorychip manufacturing technologies.
Europe is the only region in the world that saw equipment billings contract, down 23 percent annually to US$640 million last quarter from US$840 million year-on-year.
On a quarterly basis, global semiconductor billings shrank 12.53 percent from US$17.8 billion in the fourth quarter last year, with Taiwan’s spending declining 35 percent from US$6.2 billion.
China spent 18 percent less compared with US$4.29 billion in the final quarter of last year.
Meanwhile, South Korea’s billings increased 46 percent from US$2.3 billion, and Europe’s expanded 36 percent from US$470 million, SEMI’s report showed.
Semiconductor business between Taiwan and the US is a “win-win” model for both sides given the high level of complementarity, the government said yesterday responding to tariff threats from US President Donald Trump. Home to the world’s largest contract chipmaker, Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), Taiwan is a key link in the global technology supply chain for companies such as Apple Inc and Nvidia Corp. Trump said on Monday he plans to impose tariffs on imported chips, pharmaceuticals and steel in an effort to get the producers to make them in the US. “Taiwan and the US semiconductor and other technology industries
SMALL AND EFFICIENT: The Chinese AI app’s initial success has spurred worries in the US that its tech giants’ massive AI spending needs re-evaluation, a market strategist said Chinese artificial intelligence (AI) start-up DeepSeek’s (深度求索) eponymous AI assistant rocketed to the top of Apple Inc’s iPhone download charts, stirring doubts in Silicon Valley about the strength of the US’ technological dominance. The app’s underlying AI model is widely seen as competitive with OpenAI and Meta Platforms Inc’s latest. Its claim that it cost much less to train and develop triggered share moves across Asia’s supply chain. Chinese tech firms linked to DeepSeek, such as Iflytek Co (科大訊飛), surged yesterday, while chipmaking tool makers like Advantest Corp slumped on the potential threat to demand for Nvidia Corp’s AI accelerators. US stock
The US Federal Reserve is expected to announce a pause in rate cuts on Wednesday, as policymakers look to continue tackling inflation under close and vocal scrutiny from US President Donald Trump. The Fed cut its key lending rate by a full percentage point in the final four months of last year and indicated it would move more cautiously going forward amid an uptick in inflation away from its long-term target of 2 percent. “I think they will do nothing, and I think they should do nothing,” Federal Reserve Bank of St Louis former president Jim Bullard said. “I think the
SUBSIDIES: The nominee for commerce secretary indicated the Trump administration wants to put its stamp on the plan, but not unravel it entirely US President Donald Trump’s pick to lead the agency in charge of a US$52 billion semiconductor subsidy program declined to give it unqualified support, raising questions about the disbursement of funds to companies like Intel Corp and Taiwan Semiconductor Manufacturing Co (台積電). “I can’t say that I can honor something I haven’t read,” Howard Lutnick, Trump’s nominee for commerce secretary, said of the binding CHIPS and Science Act awards in a confirmation hearing on Wednesday. “To the extent monies have been disbursed, I would commit to rigorously enforcing documents that have been signed by those companies to make sure we get