美国西部国际半导体设备展览会（SEMICON West）是北美最大的、最重要的微电子半导体产业展览及研讨会议，是全球各地微电子领先企业、领先技术和技术人员对未来微型和纳米电子设计和制造的专业展览会议，从1971年开始，一年一届，在旧金山与凤凰城轮流举行。参展商通过该展加强与集成电路制造商，设备和材料公司，以及其他行业客户之间进行技术交流与展示，该展是智能的开端，集合智能思想、智能工厂、智能连接、智能梦幻。
SEMICON West正在为吸引人的新经验和网络场所奠定基础，所有这些都与以往任何时候都能与更多合格的客户和合作伙伴进行面对面交流。
SEMICON West将整个扩展供应链连接在一起，同时在一个地方。您将连接最好的业务 - 从材料、设备、设计、制造、系统集成和需求渠道到新的垂直和邻接，如灵活的混合电子、MEMS和传感器等。这是与您的联系人重新连接并创造新事物以推动您的业务发展的首要地方。
在这里，业界瞥见下一步，并发现其创新引擎。 SEMICON West7拥有600多家参展商和115小时的节目和网络机会，为您提供见解，访问以及技术和商业智能，以便您能够前进并拥抱当今的破坏性景观。
SEMICON West展举行三天的演讲和全新的网络活动提供了跟上我们快速发展的行业所需的一切。沉浸式的体验，展示智能汽车、智能制造、智能医疗和智能交通等先进技术和应用的新体验使得今年的世博会不再像以前那样。
来自微电子供应链的商业和技术领导者，研究人员和行业分析师，包括：制造设备，物料，组件，打包，装配和测试，设计/无晶圆厂，MEMS和传感器，灵活混合电子（FHE），IC设备应用，系统集成商，IoT和消费电子制造商，工程师，技术员，科学家们，供应链，经理，营销与销售，业务经理，现场服务，EH＆S，QA / QC，高管。
展品范围(Show Products):
电子半导体；光伏半导体；印刷和大面积半导体设备；发光二极管；夜晶显示器件；可穿戴式电子半导体；半导体包装或封装；半导体薄膜技术；半导体材料；半导体耗材；半导体研发工具；半导体计量工具。
光伏器件制造，包装和装配设备，平板显示设备，其他设备，检验测量产品，MEMS设备，纳米技术设备和工具，光伏设备，工艺设备，测试设备，包装和组装材料，化学品与固体，FPD材料，气体，面膜制作材料，纳米技术材料，光伏材料，工艺材料，基材，测试材料，组件、零件和配件，子系统，光伏系统，光伏组件、跟踪和安装系统，工厂监控系统（FMCS），HVAC、温湿度、污染控制，物料搬运系统，通讯软件，设计软件，制造软件，模拟、分析、建模软件，制造服务，制造服务或咨询，协会，分销物流，教育、研究机构，金融服务，专业服务，光伏服务，支持产品，其他。
展会报告(Show Reports):
The annual SEMICON West relocated for the first time to Phoenix in 2025, the new hub of US chip manufacturing. Compared to previous years, the event saw a 45% increase in exhibitors, and attendance on the first day doubled compared to that in 2024. Overseas participation also grew significantly, highlighting Phoenix's rising appeal as America's emerging semiconductor production base.
Strong turnout reflects renewed industry interest
Joe Stockunas, president of SEMI Americas, called 2025 the largest SEMICON West in 18 years. While SEMI remains rooted in Silicon Valley, he noted that occasional change is needed to invigorate the event—one reason for moving it to Phoenix.
Industry observers at SEMICON West 2025 remarked on the distinct atmosphere created by hosting the show in Phoenix, despite overall crowds being smaller than those at SEMICON Taiwan. Taiwanese semiconductor supply chain participants who have attended multiple SEMICON West events agreed that the new location generated noticeably higher enthusiasm.
In past years, San Francisco struggled to attract visitors largely because the Bay Area no longer plays a major role in semiconductor manufacturing. This led to waning interest from overseas companies, and even major US equipment suppliers were reluctant to exhibit. The shift to Phoenix reversed this trend, boosting exhibitor engagement. TSMC leads Arizona's expanding chip ecosystem
The growing buzz around US chip manufacturing has focused attention on the local investment scale. TSMC's US$165 billion investment plan stands out as the key driver behind Arizona's expanding chip ecosystem.
At the show, SEMI released its latest forecast for 12-inch wafer fab equipment spending, projecting global expenditures of US$374 billion between 2026 and 2028.
This massive capital expenditure reflects wafer fab regionalization and soaring AI chip demand from data centers and edge devices. It also underscores commitments worldwide to semiconductor self-sufficiency through localized ecosystems and supply chain restructuring.
China leads global investment, US shows fastest growth
By region, China leads with an estimated US$94 billion investment in 300mm wafer equipment during this period, followed by South Korea at US$86 billion, benefiting from strong memory demand driven by AI. Taiwan ranks third with US$75 billion, targeting 2nm and more advanced process nodes. Notably, the US places fourth with US$60 billion, surpassing Japan and Europe.
SEMI further highlighted that based on existing US fab investment plans, construction and equipment spending will ramp up sharply starting in 2027, potentially doubling 2026-2027 levels to about US$43 billion in 2028.
Although the US's total investment still trails Asian countries, SEMI expects its growth rate from 2027 onward to outpace all other markets globally. Investments span both logic and memory chips, signaling positive momentum toward increasing domestic AI chip production capacity. Bubble concerns tempered by cloud provider demand
However, risks remain, particularly concerns over a potential AI chip market bubble that could reduce demand and slow US fab progress.
SEMI believes that even if such a bubble occurs, large cloud service providers' demand would likely remain stable, mitigating severe downturns. Continued supportive US chip policies should sustain industry momentum.
SEMICON West 2024—July 9-11 Moscone Center | San Francisco, CA
SEMICON West 2025—October 7-9 | Phoenix Convention Center | Phoenix, AZ
SEMICON West 2026—October 13-15 | Moscone Center | San Francisco, CA
SEMICON West 2027—October 12-14 | Phoenix Convention Center | Phoenix, AZ
SEMICON West 2028—October 10-12 | Moscone Center | San Francisco, CA
SEMICON West 2029—October 9-11 | Phoenix Convention Center | Phoenix, AZ
SEMICON West 2030—October 29-31 | Moscone Center | San Francisco, CA
