Skip to main content

Capital Expenditure

SEMI: 300mm Fab Equipment Spending to Hit $227B by 2029

SEMI: 300mm Fab Equipment Spending to Hit $227B by 2029

San Francisco – October 13, 2026 -- Global 300mm front-end fab equipment spending will reach $149 billion in 2026, up 31% year-over-year, and climb to $227 billion by 2029, according to the latest SEMI 300mm Fab Outlook. SEMI projects investment will keep growing at double-digit rates through the forecast period.

SEMI projects 20 new 300mm fabs or lines will start construction worldwide in 2026

Excluding pure R&D fabs, SEMI expects 18 more construction starts in 2027. In the United States, three fabs or lines are projected to begin construction in 2026 and four in 2027.

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

Telecom Capex Rises 5% in H1 2026, But Long-Term Growth Stays Flat

Telecom Capex Rises 5% in H1 2026, But Long-Term Growth Stays Flat

Redwood City – October 06, 2026 -- Worldwide telecom capital expenditure climbed approximately 5 percent year-over-year in the first half of 2026, outpacing expectations set at the start of the year, according to Dell'Oro Group. The uptick follows several years of declining operator investment.

Equipment revenues track capex gains across six core programs

Aggregate manufacturer revenues across Broadband Access, Microwave & Optical Transport, Mobile Core Network, Radio Access Network, and High End Router & Aggregation also rose roughly 5 percent Y/Y in the first half of 2026, mirroring the capex trend.