SEMI: Global 300mm memory wafer fab equipment investment to exceed $50 billion for the first time in 2026

Golden Ten Data reported on June 30 that according to the SEMI report, global 300mm memory wafer fab equipment investment is expected to surpass the $50 billion mark for the first time in 2026, reaching $52 billion, a year-on-year increase of 29%. In terms of breakdown, DRAM equipment spending will account for $37 billion, representing 71% of the total, with a year-on-year increase of 29%; NAND equipment spending will also see a nearly parallel year-on-year increase of 28%, reaching $14 billion. Global 300mm memory wafer fab equipment investment is expected to grow another 11% in 2027, reaching $57 billion; from 2024 to 2029, the overall CAGR for these six years is estimated at +19%, indicating long-term robust capacity expansion.