<p>➀ Global semiconductor equipment spending reached $33.07 billion in Q2 2025, up 23% YoY, with China ($11.36B) leading but declining 7%, while Taiwan ($8.77B, +125%) surged driven by TSMC; </p><p>➁ U.S. fab projects face delays (Intel, Micron, Samsung), contributing to North America's 41% QoQ spending drop; </p><p>➂ 2025 global Capex is projected at $160B (+3% YoY), with mixed 2026 forecasts: Intel plans cuts, Micron and TSMC (predicted $45B in 2026) eye expansions amid CHIPS Act policy shifts under Trump's administration.</p>