Semiconductor equipment demand rises as risks curb AI bubble

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 19 Oct, 00:14 UTC

SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However, Clark Tseng, senior director of market intelligence at SEMI, said external constraints involving funding…