semiconductor / news / / Benzinga
Global WFE vendor revenue rose 12% year over year to $143 billion in 2025.
Global WFE vendor revenue reached $143 billion in 2025, up 12% year over year.
KEY POINTS
- 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.
COMPANIES
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