<p>➀ Q2 2025 semiconductor equipment billings reached $33.07 billion, up 24% YoY and 3% QoQ, driven by demand for leading-edge logic, HBM-related DRAM, and shipments to Asia; </p><p>➁ SEMI highlights strong H1 2025 revenue exceeding $65 billion, building on 2024's record $117 billion billings; </p><p>➂ Investments focus on advanced logic, memory for AI, and regional supply chain resilience, per SEMI CEO Ajit Manocha.</p>