Double-digit growth in global 300mm fab equipment spending for 2026 and 2027

What happened

SEMI forecasts global 300mm fab equipment spending to grow 18% to $133B in 2026 and 14% to $151B in 2027, driven by AI chip demand and supply chain localization. The Logic/Micro segment leads with $228B in projected investments from 2027-2029, followed by Memory at $175B, with DRAM ($111B) and 3D NAND ($62B) seeing strong AI-driven demand. Bullish: Sustained high capex signals robust long-term demand for advanced logic and memory, supporting equipment and materials pricing.

Impact and signal

Affected components and suppliers

Source and time

Source: Evertiq · 4/7/2026 · View original source