Top Five Wafer Fab Equipment Manufacturers' Q2 2025 Performance
1
August 19, 2025
Overview
The infographic provides insights on the top 5 global wafer fab equipment manufacturers’ net revenue for Q2 2025, H1 2025 highlights and H2 2025 outlook. The wafer fab equipment includes deposition, etch, lithography, process control, cleaning, metrology and test equipment.
Key Highlights of H1 2025:
For the first half of 2025, net revenue grew 21% YoY due to increased leading-edge investments and strong HBM demand.
Service revenue grew 20% YoY on customer upgrades, automation and increasing use of equipment intelligence solutions to boost fab productivity.
Revenue from Japan grew 1.5x in H1 2025 due to domestic fab expansion and major fab ramp-ups.
An uptick in spending across customers in China in Q2 offset revenue decline from China to 17% YoY in H1 2025.
H2 2025 Outlook:
We expect WFE revenue to grow in double-digit YoY in 2025, with the top five WFE manufacturers’ revenue outperforming the overall WFE market, helped by key technology inflections across foundry/logic, DRAM and NAND.
Looking ahead, tool makers will prioritize market diversification to reduce the impact of trade controls and uncertainties around tariffs in H2 2025.
Geopolitical tensions, US-China export regulations, and weaker demand in cyclical markets such as IoT and automotive pose near-term risks, partly offset by continued strength in AI and leading-edge foundry demand.
Sign in now to download the high-resolution infographic PDF. Not registered yet? Sign up for free to access a wide range of insights.
Category
Industry
Semiconductors
Service
Infographics
Report Type
Report
Time Period
Other
Receive our insightful weekly newsletter and stay ahead of the competition.
Author
Ashwath Rao
Ashwath Rao has more than 20 years working experience in industry, research and academics. Ashwath had an opportunity to work with Intel Technology. Ashwath’s major coverage in Counterpoint is semiconductors and component research. Ashwath holds a Doctoral Degree, specializing in Microelectronics from Indian Institute of Information Technology, Master of Science (VLSI) from Manipal University and a Bachelor of Engineering (Electronics & Communication) from Mangaluru University.
