SEMI forecasts global 300mm memory wafer-fab equipment investment will reach $52
bln in 2026, up 29% YoY. DRAM equipment spending is forecast at $37 bln (71% of
total), up 29% YoY; NAND equipment spending is projected at $14 bln, up 28% YoY.
SEMI expects investment to rise 11% to $57 bln in 2027 and projects a 2024–2029
CAGR of 19%.