SEMI Forecasts Global 300mm Fab Equipment Spending to Reach $151 Billion in 2027 Driven by AI Demand

Worldwide 300mm fab equipment spending is expected to increase 18% to $133 billion in 2026 and 14% to $151 billion in 2027, according to SEMI’s latest 300mm Fab Outlook report released on April 1, 2026. Spending is projected to rise further by 3% to $155 billion in 2028 and 11% to $172 billion in 2029.

 

The growth is attributed to surging AI chip demand for data centers and edge devices, along with commitments to semiconductor self-sufficiency across regions through localized industrial ecosystems and supply chain restructuring.

 

Ajit Manocha, President and CEO of SEMI, stated that AI is resetting the scale of semiconductor manufacturing investment, with global 300mm fab equipment spending projected to exceed $150 billion in 2027 for the first time.

 

From 2027 to 2029, the Logic & Micro segment is expected to lead equipment investments with a total of $228 billion, primarily due to strong foundry sector demand for sub-2nm cutting-edge capacity. Advanced node technology is required to improve chip performance and power efficiency for AI applications, with more advanced nodes entering volume production during this period. Demand for edge AI devices is also anticipated to gr...