Store investeringer i 300mm fabs

SEMI melder i seneste rapport om store igangværende og kommende investeringer i 300mm (waferdiameter) front-end fab udstyr. De forventede investeringer i alene 2026 estimeres til 149 mia. dollars, hvilket er 31 procent højere end sidste år (in english).

Global 300mm front-end fab equipment spending is projected to reach $149 billion in 2026, up 31% year-over-year, SEMI reported today in its latest 300mm Fab Outlook. Investment is expected to continue growing at double-digit rates through 2029, reaching $227 billion.

The stronger investment trajectory is accompanied by a sustained pipeline of new 300mm fabs and production lines moving through construction and into operation. Excluding pure R&D fabs, SEMI projects 20 new 300mm fabs or lines to begin construction worldwide in 2026 and 18 in 2027. In the United States, three are projected to begin construction in 2026 and four in 2027.

- Semiconductor demand is increasingly translating into physical manufacturing expansion across the global industry. The latest outlook points to both stronger equipment investment and a substantial pipeline of fabs moving toward operation. This expansion will provide the manufacturing foundation needed to support AI, high-performance computing and a broad range of next-generation semiconductor applications, says Ajit Manocha, SEMI President and CEO.

Global fab construction pipeline

Across all 300mm facilities, global fab construction spending is projected to rise 23% to $47.5 billion in 2026 and another 33% to $63.3 billion in 2027, before reaching $68.4 billion in 2028. The construction activity reflects continued investment in new manufacturing capacity across leading-edge logic, memory and other 300mm semiconductor technologies.

The U.S. represents an important part of this expansion, with additional 300mm fabs and lines expected to begin construction throughout the forecast period. Equipment investment in the Americas is projected to more than double from $18.1 billion in 2026 to $40.6 billion in 2029, reflecting the region's expanding manufacturing footprint.

SEMI projects 13 new 300mm fabs or lines worldwide to begin operations or ship first silicon in 2026, increasing to 23 in 2027.

The 3Q26 edition of the SEMI 300mm Fab Outlook reflects 166 changes across 163 fabs and lines, including 14 newly added records, since the previous report.