SEMI projects global 300mm fab equipment spending will jump 18% to $133 billion in 2026 and 14% to $151 billion in 2027, marking the first time exceeding $150 billion. This growth reflects surging AI chip demand for data centers and edge devices, plus regional efforts to build self-sufficient semiconductor ecosystems through supply chain restructuring.

The Logic & Micro segment leads with $228 billion in investments from 2027-2029, driven by foundry demand for sub-2nm technology. Memory ranks second with $175 billion during the same period, as AI training fuels demand for High Bandwidth Memory while inference drives NAND Flash applications.

Regional investment remains broadly distributed across major semiconductor manufacturing hubs through 2029. China focuses on domestic capacity expansion, Taiwan leads in advanced foundry tech, Korea ties investments to memory sector upgrades, and the Americas strengthen manufacturing ecosystems. Government incentives and supply chain resilience strategies support growth in Japan, Europe, and Southeast Asia.