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AI chip race lifts semiconductor equipment sales to record US$36.55bn

09 Jun
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
Newer HiSilicon chip price hikes put China’s AI compute supply chain back in focus
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Older Molex expands in Taiwan as AI interconnect demand splits between copper and optics