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Korea Leads the Way, Foundry and Memory Sectors Drive Expansion
- Global 300mm fab equipment spending is projected to reach a record high of $119 billion in 2026, driven by strong demand for high-performance computing, automotive applications, and improved memory requirements.
- Korea is expected to lead global 300mm fab equipment spending in 2026, followed by Taiwan, China, and the Americas, with the foundry and memory sectors playing significant roles in the expansion.
The global 300mm fab equipment spending is expected to soar to an unprecedented level of $119 billion by 2026, after experiencing a temporary decline in 2023. This remarkable growth is primarily attributed to the surging demand for high-performance computing and automotive applications, coupled with an overall improvement in the demand for memory.
The foundry and memory sectors are poised to be major catalysts in this expansion, signaling a widespread need for semiconductor chips across various end markets and applications. These sectors will drive significant investment in 300mm fab equipment, ensuring the industry's capacity to meet the escalating demand.
In terms of regional spending, Korea is anticipated to lead the global 300mm fab equipment market in 2026. With its well-established semiconductor industry and technological prowess, Korea is well-positioned to capitalize on the increasing demand for chips. Following closely behind Korea, Taiwan, China, and the Americas are expected to contribute substantially to the global spending.
Among the different segments, the foundry sector is projected to witness the highest equipment spending. As the demand for custom-designed chips continues to surge, foundries will invest heavily in advanced manufacturing equipment to meet the diverse needs of their customers. The memory sector is also set to experience robust equipment spending, driven by the growing demand for high-capacity memory solutions in various applications, including data centers, artificial intelligence, and Internet of Things (IoT) devices.
While the foundry and memory sectors thrive, other segments may face modest growth or even decline. This suggests a shifting landscape within the semiconductor industry, with specific sectors driving the overall growth while others adapt to changing market dynamics.
In conclusion, the global 300mm fab equipment spending is poised to reach unprecedented heights in 2026, driven by the strong demand for high-performance computing, automotive applications, and improved memory requirements. Korea is expected to lead the global spending, with the foundry and memory sectors playing pivotal roles in the expansion. This remarkable growth underscores the critical importance of semiconductor chips across a wide range of industries and highlights the need for substantial investment in advanced manufacturing capabilities to meet future demands.
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