In its latest Q3 2026 300mm Fab Outlook, SEMI just reported that global 300mm front-end fab equipment spending is forecast to reach $149 billion in 2026 (a rise by 31% year-over-year) and $227 billion through 2029 thanks to strong investments.
- 20 new 300mm fabs or lines to begin construction worldwide in 2026 and 18 in 2027
- Three projected to begin construction in 2026 and four in 2027 in the U.S.
- Global fab construction spending projected to rise by 23% to $47.5 billion in 2026 and another 33% to $63.3 billion in 2027, before reaching $68.4 billion in 2028 across all 300mm facilities
- Equipment investment in the Americas projected to more than double from $18.1 billion in 2026 to $40.6 billion in 2029
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