# Global WFE vendor revenue rose 12% year over year to $143 billion in 2025.

*semiconductor · news · 2026-04-14 · Benzinga*

## Key points

- Global WFE vendor revenue reached $143 billion in 2025, up 12% year over year.
- Sub-5nm shipments exceeded 50% of advanced node adoption due to AI-driven demand.
- China's WFE revenue share among top five manufacturers fell to 32% in 2025.
- Industry capacity for advanced packaging could expand by 80% year over year in 2026.
- WFE spending is shifting from capacity-driven to technology-driven, increasing tool intensity per chip.

**Countries:** China, Taiwan

[Read the full story on Benzinga](https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51798066/ai-arms-race-triggers-143-billion-explosion-in-chip-gear-spending)

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