[SEMI: Global 300mm Memory Fab Equipment Investment to Surpass $50 Billion for First Time in 2026]

Published: Jun 30, 2026 11:35

Save

The SEMI report forecasts that global 300mm memory wafer fab equipment investment is expected to surpass the $50 billion mark for the first time in 2026, reaching $52 billion, up 29% YoY. By segment, DRAM equipment spending at $37 billion accounts for 71% of the total, up 29% YoY; NAND equipment spending is expected to rise 28% YoY, almost in sync, to $14 billion. Global 300mm memory wafer fab equipment investment is expected to grow another 11% YoY in 2027, to $57 billion; the overall CAGR from 2024 to 2029 is expected to reach +19%, showing that capacity construction will remain robust in the long term.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

25 mins ago

Metals showed mixed performance; lithium carbonate rose nearly 5%, SHFE aluminum and SHFE nickel led the decline, and SHFE gold, SHFE silver, and platinum dropped over 2% [SMM Midday Commentary]

25 mins ago

43 mins ago

[SMM Flash News] Indonesia's Industry Ministry to Establish National Industrial Zone Council Led by the President

Indonesia's Ministry of Industry plans to establish a National Industrial Zone Council (DKIN) to strengthen nationwide coordination of industrial zone development. Tri Supondy, the ministry's Director General for Industrial Resilience, Regional and International Access, told a parliamentary working session on Monday, June 29, 2026, that the council will be chaired by President Prabowo Subianto, with Vice President Gibran Rakabuming Raka as deputy chair and Industry Minister Agus Gumiwang Kartasasmita as daily chairman, with membership drawn from relevant ministries and stakeholder representatives, supported by a secretariat under the Industry Ministry. Tri said the council will be tasked with formulating policy to accelerate industrial zone development and resolve cross-sectoral issues, though no timeline for its formation has been announced.

43 mins ago

1 hour ago

Shanghai Spot Copper Premiums Remain Under Pressure amid Weak Month-End Consumption [SMM Shanghai Spot Copper]

[SMM Shanghai spot copper] Looking ahead to tomorrow, today was the last trading day of the month, and downstream procurement sentiment continued to pull back. End-user demand was weak, and transactions remained sluggish even after suppliers modestly lowered their offer prices, leaving the overall market quiet on both the buying and selling sides. However, some cargoes with invoices dated this month still managed to transact due to invoice-related demand, indicating structural support. As a new monthly procurement cycle begins and copper prices hover at relatively low levels, downstream restocking demand is expected to be released, and consumption is likely to recover marginally. When that happens, buying and selling sentiment may be boosted, and spot discounts are likely to gradually narrow.

1 hour ago