World 300mm fab tools spending for front-end amenities is forecast to achieve a report US$137 billion in 2027 after topping US$100 billion for the primary time by 2025 on the energy of the reminiscence market restoration and robust demand for high-performance computing and automotive purposes, SEMI highlighted right this moment in its quarterly 300mm Fab Outlook Report back to 2027 report.

Worldwide 300mm fab tools funding is anticipated to extend 20% to US$116.5 billion in 2025 and 12% to US$130.5 billion in 2026 earlier than hitting a report excessive in 2027.

“Projections for the steepening ramp of 300mm fab tools spending within the coming years displays the manufacturing capability wanted to fulfill rising demand for electronics throughout a various vary of markets in addition to a brand new wave of purposes spawned by synthetic intelligence (AI) innovation,” stated Ajit Manocha, SEMI President and CEO. “The latest SEMI report additionally highlights the crucial significance of will increase in authorities investments in semiconductor manufacturing to bolster economies and safety worldwide. This pattern is anticipated to assist considerably slender the tools spending hole between re-emerging and rising areas and the historic top-spending areas in Asia.”

Regional Progress

The SEMI 300mm Fab Outlook to 2027 report reveals China persevering with to steer fab tools spending with US$30 billion in investments in every of the following 4 years fueled by authorities incentives and home self-sufficiency insurance policies.

Supported by modern nodes enlargement for high-performance computing (HPC) and the reminiscence market restoration, Taiwanese and Korean chip suppliers are rising their tools investments. Taiwan is anticipated to rank second in tools spending at US$28 billion in 2027, up from US$20.3 billion in 2024, whereas Korea is anticipated to rank third at US$26.3 billion in 2027, a rise from US$19.5 billion this 12 months.

The Americas is projected to double 300mm fab tools investments from US$12 billion in 2024 to US$24.7 billion in 2027, whereas spending in Japan, Europe & the Center East, and Southeast Asia are anticipated to achieve US$11.4 billion, US$11.2 billion, and US$5.3 billion in 2027, respectively.

Section Progress

Foundry phase spending is anticipated to say no 4% to US$56.6 billion this 12 months due partly to the anticipated slowdown in mature nodes (>10nm) funding, although the phase continues to log the best progress amongst all segments to fulfill market demand for generative AI, automotive and clever edge units. The phase’s tools spending is forecast to publish a 7.6% compound annual progress fee (CAGR) to US$79.1 billion from 2023 to 2027.

Demand for better information throughput, essential for AI servers, is driving robust demand for high-bandwidth reminiscence (HBM) and spurring elevated funding in reminiscence know-how. Amongst all segments, reminiscence is ranked second and is anticipated to publish US$79.1 billion in tools investments in 2027, a 20% CAGR from 2023. DRAM tools spending is anticipated to rise to US$25.2 billion in 2027, a 17.4% CAGR, whereas 3D NAND funding is projected to achieve US$16.8 billion in 2027, a 29% CAGR.

The Analog, Micro, Opto, and Discrete segments are projected to extend 300mm fab tools investments to US$5.5 billion, US$4.3 billion, US$2.3 billion, and US$1.6 billion in 2027, respectively.

The SEMI 300mm Fab Outlook Report back to 2027 report lists 405 amenities and features globally, together with 75 high-probability amenities anticipated to begin operation throughout the 4 years starting in 2024. The report displays 358 updates and 26 new fabs/traces challenge since its final publication in December 2023.

For extra info on the report or to subscribe to SEMI market information, go to SEMI Market Knowledge or contact the SEMI Market Intelligence Workforce (MIT) at mktstats@semi.org.