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[News] SEMI Sees Americas Fab Tool Spending Double to US$40.6B by 2029 as TSMC, Intel, Micron, Samsung Expand

What happened

SEMI expects Americas 300mm fab equipment spending to more than double from US$18.1 billion in 2026 to US$40.6 billion in 2029, driven by U.S. investment and expansions by TSMC, Intel, Micron, and Samsung.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

300mm fab equipment

TSMC Intel Micron Samsung Texas Instruments

Source and time

Source: TrendForce · 10/13/2026 · View original source

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[News] SEMI Sees Americas Fab Tool Spending Double to US$40.6B by 2029 as TSMC, Intel, Micron, Samsung Expand

What happened

Impact and signal

Affected components and suppliers

Source and time

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