SEMI Forecasts Significant Growth in 300mm Fab Equipment Spending by 2029

SEMI projects global spending on 300mm front-end fab equipment to rise 31% year-over-year to $149 billion in 2026, with continued double-digit growth reaching $227 billion by 2029. This expansion is driven by a robust pipeline of 20 new 300mm fabs or lines expected to begin construction in 2026, establishing a critical manufacturing foundation for AI and high-performance computing.