<p>➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 7.4% YoY to $125.5B in 2025, with further growth to $138.1B in 2026 driven by logic, memory, and next-gen technologies;</p><p>➁ Wafer Fab Equipment (WFE) and backend segments (test, assembly/packaging) show strong growth, fueled by AI, HBM demand, and advanced nodes like 2nm GAA, though automotive/consumer sectors lag;</p><p>➂ Regional investments led by China, Taiwan, and Korea face trade policy risks, while NAND/DRAM rebounds highlight memory's role in AI infrastructure.</p>