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(PR) SEMI Projects Double-Digit Growth in Global 300 mm Fab Equipment Spending for 2026 and 2027
What happened
SEMI projects global 300 mm fab equipment spending to grow 18% to $133B in 2026 and 14% to $151B in 2027, driven by surging AI chip demand and regional supply chain restructuring. Investment is forecast to continue rising through 2029. Bullish: Sustained, record-level equipment investment signals strong, long-term demand for advanced semiconductor manufacturing capacity.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
AI ChipsSemiconductor Equipment
capacity-expansioncapexAI-demand
Source and time
Source: TechPowerUp · 4/1/2026 · View original source
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