Global 300mm Fab Equipment Spending to Hit $227B by 2029 as…

Event summary

Global 300mm front-end fab equipment spending projected to reach $149 billion in 2026, up 31% YoY, and grow to $227 billion by 2029.
20 new 300mm fabs or lines to begin construction worldwide in 2026, with 18 more in 2027.
U.S. equipment investment in the Americas expected to more than double from $18.1 billion in 2026 to $40.6 billion in 2029.
Global fab construction spending to rise 23% to $47.5 billion in 2026 and 33% to $63.3 billion in 2027.
13 new 300mm fabs or lines worldwide to begin operations or ship first silicon in 2026, increasing to 23 in 2027.

The big picture

The surge in 300mm fab equipment spending reflects a broader industry shift towards expanding manufacturing capacity to support next-generation technologies. The U.S. is playing a significant role in this expansion, with substantial increases in equipment investment and new fab constructions. This trend is critical for supporting AI, high-performance computing, and other advanced semiconductor applications, positioning the industry for long-term growth.

What we're watching

Investment Pace: Whether the double-digit growth in equipment spending can be sustained through 2029 amid global economic uncertainties.
Geopolitical Shifts: How U.S. expansion in semiconductor manufacturing will impact global supply chain dynamics and trade policies.
Technological Demand: The pace at which AI and high-performance computing applications will drive further demand for advanced semiconductor technologies.