SEMI: Global 300mm Semiconductor Equipment Spending Expected to Grow by Double Digits in 2026 and 2027

[Cengiz Özemli]

Global 300mm semiconductor manufacturing equipment spending is projected to increase by 18% to $133 billion in 2026, and then by another 14% to $151 billion in 2027. This growth is driven by demand for artificial intelligence (AI) chips and investments in advanced manufacturing nodes.

### Reasons for Investment Growth

• Rapidly increasing demand for AI chips for data centers and edge devices
• Localization of semiconductors and self-sufficiency strategies through regional industrial ecosystems and supply chain restructuring

### Expected Investment Trends
According to a SEMI report, global 300mm fab equipment investment is forecast to increase by 3% to $155 billion in 2028, and then by 11% to $172 billion in 2029.

Ajit Manocha, SEMI President, stated, "AI is reshaping the scale of semiconductor manufacturing investments. 300mm fab equipment spending surpassing $150 billion for the first time in 2027 signals a historic and enduring commitment to advanced capacity and resilient supply chains in the industry."

### Investment Figures by Segment

• Logic & Micro: Leading with $228 billion in investments between 2027-2029. Demand for advanced manufacturing nodes, particularly 2nm and below, supports this growth.
• Memory: Second with $175 billion in expenditures. DRAM equipment spending accounts for $111 billion, while 3D NAND equipment is at $62 billion.

AI training and inference are boosting memory segment investments by increasing demand for high-bandwidth memory (HBM) and NAND Flash storage.

### Regional Investment Trends

• China, Taiwan, Korea, and America will make significant expenditures with advanced node expansions and memory capacity increases.
• Japan, Europe & Middle East, and Southeast Asia will continue to increase their investments thanks to government incentives and supply chain resilience strategies.

### About SEMI
SEMI is the global semiconductor and electronics industry association, bringing together over 3,000 member companies and 1.5 million professionals worldwide. It provides technology communities, standards, and market intelligence to support its members' business and innovation.