SEMI: Global Memory Equipment Spending Surges 29% to $52B in 2026, Exceeding $50B Milestone for First Time

According to SEMI's 300mm Wafer Factory Outlook Report, global memory equipment spending in 300mm fabs is projected to exceed $50 billion for the first time in 2026, reaching $52 billion with 29% growth. Investment is further expected to increase 11% to $57 billion in 2027. The growth is driven by increased investments in AI infrastructure, data centers, and next-generation computing systems, reflecting sustained demand for advanced memory amid AI adoption. SEMI forecasts a 19% compound annual growth rate (CAGR) for memory equipment investments across 2024–2029.
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