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AI CLUSTERED EVENT · 10/14/2026

SEMI Forecasts Global 300mm Fab Equipment Spending to Hit $227B by 2029 Amid AI-Driven Capacity Expansion

1 reports archived1 independent sourcesupdated 10/14/2026, 13:53:14
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SEMI forecasts that global 300mm front-end fab equipment spending will surge from $149 billion this year to $227 billion by 2029, driven by AI and HPC demand. The report highlights 26 new fab projects starting in 2026 and sustained construction growth to support next-generation semiconductor applications.

LATEST/SEMI forecasts that global 300mm front-end fab equipment spending will surge from $149 billion this year to $227 billion by 2029, driven by AI and HPC demand. The report highlights 26 new fab projects starting in 2026 and sustained construction growth to support next-generation semiconductor applications.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts
    • Global 300mm fab equipment spending is projected to reach $227 billion by 2029, with annual growth exceeding 10%.
    • 26 new 12-inch fab line projects are set to break ground in 2026, with construction spending rising 23% YoY.
    • AI, HPC, and next-gen semiconductor applications are the primary drivers behind physical capacity expansion.
SEMI Forecasts Global 300mm Fab Equipment Spending to Hit $227B by 2029 Amid AI-Driven Capacity Expansion | Today for AI