SEMI expects 300mm memory equipment investment to surpass $50bn in 2026

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Global investment in 300mm memory fab equipment is set to reach a new milestone in 2026 as AI demand continues to reshape semiconductor manufacturing priorities. According to the latest outlook from SEMI, worldwide spending is expected to exceed $50 billion for the first time, driven by growing demand for high bandwidth memory (HBM), DDR5 and [...] The post SEMI expects 300mm memory equipment investment to surpass $50bn in 2026 appeared first on eeNews Europe .