In the Q2 2026 edition of its 300mm Fab Outlook, SEMI just announced that it projects global 300mm fab equipment investment in the memory sector to surpass $50 billion for the first time in 2026, rising by 29% to $52 billion before increasing by another 11% to $57 billion in 2027. The growth reflects continued AI-driven demand for advanced memory, supported by rising investment in AI infrastructure, data centers, and next-generation computing systems.
Key report findings
- Worldwide 300mm fab equipment spending in the memory sector is expected to grow at a 19% CAGR from 2024 to 2029.
- Worldwide 300mm memory capacity is projected to increase, reaching 4.1 million wafers per month in 2026 and 4.2 million wafers per month in 2027.
- DRAM equipment spending is expected to grow by 29% to $37 billion in 2026, supported by strong HBM and DDR5 demand for GPUs and other AI accelerators.
- Equipment spending on 3D NAND is also projected to rise by 28% to $14 billion in 2026, supported by increasing data storage requirements tied to AI deployment.
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