SEMI projects global 300mm fab equipment spending to reach $227 billion by 2029, driven by AI and HPC demand

SEMI's latest 300mm Fab Outlook forecasts global 300mm front-end fab equipment spending to increase to $149 billion in 2026 and further to $227 billion by 2029. This substantial investment is fueled by a continuous pipeline of new 300mm fabs and production lines, particularly in the U.S., aimed at meeting the escalating demand for AI, high-performance computing, and next-generation semiconductor applications.