Top 5 Semiconductor Equipment Makers Target Double-Digit Growth in 2026 Driven by AI Demand

The top five global semiconductor equipment manufacturers, including ASML and Applied Materials, are projected to achieve double-digit revenue growth in 2026. According to a Nikkei Asia report, this expansion, fueled by AI chip production, represents the sector's best performance since 2022. Global wafer equipment spending is estimated at $156 billion for the 2025-2027 period, up 42% from 2022-2024. AI-related equipment demand is expected to account for 35% of total spending, while U.S. regional investment growth outpaces Taiwan and South Korea.