Memory Chips

The industry association's latest 300mm Fab Outlook report forecasts an 18 percent jump in equipment spending this year, with investments projected to exceed $150 billion for the first time in 2027 as AI demand drives historic commitments to advanced capacity across all major regions.

The Semiconductor Industry Association reported February 2026 sales of $88.8 billion, a 61.8 percent year-over-year surge driven by AI infrastructure spending, as the chip market remains on pace to cross $1 trillion in annual revenue for the first time.