300mm fab equipment spending set to reach $227 billion by 2029

What happened

According to SEMI’s report dated October 15, 2026, global spending on 300mm front-end fab equipment is projected to rise 31% to USD 149 billion in 2026, with Americas equipment investment expected to more than double over the same period. SEMI’s latest 300mm Fab Outlook forecasts investment to grow at double‑digit rates each year through 2029, reaching annual spending of USD 227 billion by then. Construction spending across all 300mm facilities is projected to increase 23% to USD 47.5 billion in 2026, grow another 33% to USD 63.3 billion in 2027, and reach USD 68.4 billion in 2028. In the Americas, equipment investment is projected to rise from USD 18.1 billion in 2026 to USD 40.6 billion in 2029. The number of new 300mm fabs or lines starting operations or shipping first silicon is expected to increase from 13 in 2026 to 23 in 2027. Worldwide, 20 new 300mm fabs or production lines are projected to begin construction worldwide in 2026 (this year’s projects), followed by 18 in 2027 (next year’s projects), with three of this year’s projects in the United States and four of next year’s.

Impact and signal

Affected components and suppliers

Source and time

Source: Evertiq · 10/15/2026 · View original source