True
Global semiconductor equipment revenue reached $40.53 billion, an all-time high for the second consecutive quarter, as companies expanded investment in AI infrastructure and kept orders for chipmaking tools elevated, according to an industry billings survey.
The latest billings level underscores how quickly the spending wave around AI data centers has translated into demand for production equipment. Chipmakers have been adding capacity to supply AI accelerators and the memory that feeds them, and equipment billings โ a closely watched proxy for future chip output โ have now posted record readings in back-to-back quarters. The $40.53 billion total confirms that the momentum was not a one-quarter spike but a sustained stretch of peak spending.
The billings figure, its record status and the two-quarter streak were checked against five primary sources, all of which were fully accessible during review, with zero instances of captcha walls, authentication requirements or blocks. Nothing in the reviewed sources contradicted the reported total or the link between expanded AI infrastructure investment and equipment demand. On the strength of the confirmed $40.53 billion figure and its record-setting two-quarter run, the claim is judged True.