Global spending on 300mm fab equipment is projected to surge 18% to $133 billion in 2026, followed by a 14% increase to $151 billion in 2027, according to SEMI’s latest 300mm Fab Outlook. This growth is primarily driven by escalating demand for AI chips in data centers and edge devices, alongside a push for semiconductor self-sufficiency through localized supply chains. The report anticipates continued investment increases, reaching $155 billion in 2028 and $172 billion in 2029.

Key segments, particularly Logic & Micro, are expected to lead this expansion, with total investments hitting $228 billion from 2027 to 2029, fueled by foundry demand for advanced node technologies. The memory segment will also see significant growth, with cumulative spending projected at $175 billion during the same period, driven by AI-related demands for DRAM and NAND Flash applications.

For market professionals, the implication is clear: heightened investment in semiconductor manufacturing signals robust growth opportunities across the tech sector, particularly for companies involved in AI and memory technologies. This trend may create favorable conditions for related stocks and investment strategies focused on semiconductor and tech infrastructure.

Source: semiconductor-digest.com