NuAxiSemiconductor trade intelligence

Global 300mm Fab Equipment Spending to See Double-digit Growth in 2026, 2027

What happened

SEMI forecasts global 300mm fab equipment spending to grow 18% to $133B in 2026 and 14% to $151B in 2027. This reflects continued investment in advanced logic and memory capacity expansion. Bullish: Indicates sustained, strong demand for front-end semiconductor manufacturing equipment.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

300mm Fab Equipment

Applied Materials ASML Lam ResearchTokyo ElectronKLA

capexequipmentforecast

Source and time

Source: EE Times Asia · 4/7/2026 · View original source

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Global 300mm Fab Equipment Spending to See Double-digit Growth in 2026, 2027

What happened

Impact and signal

Affected components and suppliers

Source and time

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