星球日报|Jul 02, 2026 13:48
[SEMI: Global 300mm Wafer Fab Memory Equipment Investment Expected to Exceed $50 Billion for the First Time in 2026]
Odaily Planet Daily reports that SEMI, in its '300mm Fab Outlook Report,' stated that global 300mm wafer fab memory equipment investment is expected to exceed $50 billion for the first time in 2026, increasing by 29% to $52 billion, and further rising by 11% to $57 billion in 2027. Supported by increased investments in AI infrastructure, data centers, and next-generation computing systems, this growth reflects the ongoing AI-driven demand for advanced memory. Looking ahead, SEMI forecasts that global 300mm wafer fab memory equipment investment will grow at a compound annual growth rate (CAGR) of 19% from 2024 to 2029. Global 300mm memory production capacity is also expected to continue increasing, reaching 4.1 million wafers per month in 2026 and 4.2 million wafers per month in 2027. (Jin10)
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