SEMI: Global Semiconductor Materials Market Revenue Reaches Record $73.2 Billion in 2025
May 13, 2026 | SEMIEstimated reading time: 1 minute
Global semiconductor materials market revenue increased 6.8% year-over-year to $73.2 billion in 2025, SEMI, reported in its Materials Market Data Subscription (MMDS). Growth was supported by gains in both the wafer fab materials and packaging materials segments, reflecting higher process complexity, advanced-node demand, and continued investment in high-performance computing and high-bandwidth memory manufacturing.
Wafer fabrication materials revenue increased 5.4% to $45.8 billion. Lithography-related materials, including photomask, photoresist and ancillaries, along with wet chemicals, posted strong double-digit growth as higher process intensity and tighter lithography requirements continued to increase materials consumption.
Packaging materials revenue grew 9.3% to $27.4 billion in 2025. Substrates and bonding wire led the increase, supported by higher gold prices in bonding wire and stronger demand for advanced substrates.
Taiwan remained the largest consumer of semiconductor materials for the 16th consecutive year, with revenue of $21.7 billion in 2025. China ranked second at $15.6 billion, supported by double-digit growth, followed by South Korea at $11.2 billion. All regions except Europe posted year-over-year increases, with China and North America recording the strongest growth among major regions.
The Materials Market Data Subscription (MMDS) from SEMI provides annual revenue with 10 years of historical data and a two-year forecast. The annual subscription includes quarterly updates for the materials segment and reports revenue for seven market regions (North America, Europe, Japan, Taiwan, South Korea, China and Rest of World). The report also features detailed historical data for silicon shipments and revenues for photoresist, photoresist ancillaries, process gases and lead frames.
Testimonial
"Our marketing partnership with I-Connect007 is already delivering. Just a day after our press release went live, we received a direct inquiry about our updated products!"
Rachael Temple - AlltematedSuggested Items
Separating Fact from Fear on the FCC ‘China Lab Ban’
05/14/2026 | Jan Pedersen, NCAB GroupRecent news headlines have suggested that the U.S. Federal Communications Commission (FCC) has “banned all testing laboratories in China and Hong Kong.” Understandably, this has created concerns around PCB testing, material approvals, UL listings, and the continued use of established test laboratories in Asia. The good news is that for most PCB, PCB material, and PCBA testing, nothing has changed. Let’s separate fact from fear.
The 2027 Defense Deadline That is Forcing the U.S. to Rebuild 40 Years of Lost Tech
05/13/2026 | PRNewswireRoughly 40 years ago, the United States made a decision that seemed perfectly rational at the time: it stopped processing rare earths.
China Makes AI-powered Robots Core of National Strategy
05/05/2026 | IFRChina has launched its 15th Five-Year Plan by placing robotics at the heart of its modern industrial system.
Global Semiconductor Sales Increase 25% from Q4 2025 to Q1 2026
05/04/2026 | SIAThe Semiconductor Industry Association (SIA) announced global semiconductor sales were $298.5 billion during the first quarter of 2026, an increase of 25% compared to Q4 of 2025.
Is China Plus One Still Happening in the PCB Industry?
04/28/2026 | Manfred Huschka, Manfred Huschka Management Consulting (Shenzhen) Ltd.For much of the past five years, China Plus One has been shorthand for supply-chain diversification: reducing dependency on mainland China by adding manufacturing capacity elsewhere in Asia. In the PCB industry, however, in early 2026, it is more nuanced. It looks less like a clean geographic shift and more like a layered, capital-intensive rebalancing of global capacity, one that still leaves China deeply embedded at the center.