NuAxiSemiconductor trade intelligence

SEMI expects 300mm memory equipment investment to surpass $50bn in 2026

What happened

SEMI forecasts global 300mm memory equipment investment to exceed $50 billion in 2026. Driven by surging AI demand for HBM and DDR5. Bullish for memory chip prices and future supply tightness.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

HBMDDR5300mm Memory Equipment

SEMI

capacityinvestmentmemoryHBMDDR5

Source and time

Source: eeNews Europe · 6/30/2026 · View original source

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SEMI expects 300mm memory equipment investment to surpass $50bn in 2026

What happened

Impact and signal

Affected components and suppliers

Source and time

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