Svmuu News: In its “300mm Wafer Fab Outlook” report, SEMI noted that global equipment investment in the memory sector for 300mm wafer fabs is expected to exceed $50 billion for the first time in 2026, growing 29% to $52 billion, and is projected to increase by another 11% to $57 billion in 2027. Driven by increased investment in AI infrastructure, data centers, and next-generation computing systems, this growth reflects the sustained AI-driven demand for advanced memory.
Looking ahead, SEMI projects that global equipment investment in the 300mm wafer fab memory sector will grow at a compound annual growth rate (CAGR) of 19% from 2024 to 2029. Global 300mm memory production capacity is also expected to continue increasing, reaching 4.1 million wafers per month in 2026 and 4.2 million wafers per month in 2027. (Jinshi)