MILPITAS, Calif. – April 1, 2026 – Worldwide 300mm fab equipment spending is expected to increase 18% to $133 billion in 2026 and 14% to $151 billion in 2027, SEMI reported today in its latest 300mm Fab Outlook. This strong growth reflects surging AI chip demand for data centers and edge devices, as well as the growing commitment to semiconductor self-sufficiency across key regions through localized industrial ecosystems and supply chain restructuring.

Looking further out, the report projects investment will continue to increase 3% to $155 billion in 2028 and another 11% to $172 billion in 2029, respectively.

“AI is resetting the scale of semiconductor manufacturing investment,” said Ajit Manocha, President and CEO of SEMI. “With global 300mm fab equipment spending projected to exceed $150 billion in 2027 for the first time, the industry is making historic, sustained commitments to the advanced capacity and resilient supply chains needed to power the AI era.”

Segment Growth

The Logic & Micro segment is expected to spearhead equipment expansion with $228 billion in total investments from 2027 to 2029 mainly due to strong foundry sector demand, driven by sub-2nm cutting-edge capacity investments. Advanced node technology is essential to enhance chip performance and power efficiency to meet rigorous chip design requirements for various AI applications. More advanced node technology is expected to enter volume production from 2027 to 2029. Additionally, AI performance improvements are anticipated to drive massive growth in various edge AI devices. Beyond advanced nodes, demand across all nodes and various electronics devices is anticipated to grow moderately, supporting investment in mature nodes as well.

The memory segment is projected to rank second in equipment spending, totaling $175 billion from 2027 to 2029. This period marks the start of a new growth cycle for the segment. Within the memory category, DRAM equipment spending is expected to reach $111 billion cumulatively from 2027 to 2029, while 3D NAND equipment spending is estimated to be $62 billion during the same time frame.

The demand for memory has significantly increased due to AI training and inference. AI training has notably driven up the demand for High Bandwidth Memory (HBM), while model inference has created substantial demand for storage capacity, thus boosting the growth of NAND Flash applications in data centers. This strong demand has led to sustained high levels of investment in the memory supply chain over the near and long term, helping to cushion potential downturns from traditional memory cycle fluctuations.

Regional Investment Trends

Global 300mm fab equipment investment is expected to remain broadly distributed across the major semiconductor manufacturing regions from 2027 to 2029, reflecting a mix of advanced-node expansion, memory capacity additions, and policy-supported supply chain localization. China, Taiwan, Korea, and the Americas are each expected to see substantial levels of spending during the period, while Japan, Europe & Middle East, and Southeast Asia also continue to expand investment from a smaller base.

In China, investment is expected to remain supported by ongoing domestic capacity expansion and national initiatives aimed at strengthening semiconductor manufacturing capabilities. In the Taiwan region, spending is projected to be driven primarily by continued expansion of leading-edge foundry capacity, including 2nm and sub-2nm technologies. Korea’s investment outlook remains closely tied to the memory sector, where AI-related demand is supporting another cycle of capacity and technology upgrades. In the Americas, spending is expected to be underpinned by advanced process expansion and broader efforts to strengthen domestic manufacturing ecosystems.

Japan, Europe & Middle East, and Southeast Asia are also expected to post meaningful growth through 2029. In these regions, equipment investment is supported by a combination of government incentives, supply chain resilience strategies, and targeted efforts to expand semiconductor manufacturing capacity.

Part of the SEMI Fab Forecast database, the SEMI 300mm Fab Outlook lists 404 facilities and lines globally. The report reflects 198 updates and 9 new fabs/lines projects since its last publication in December 2025.

For more information on the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. Details on SEMI market data are available at SEMI Market Intelligence.

Duluth, GA – Koh Young America, the industry leader in True 3D measurement-based inspection solutions, announced two changes within its North American organization. Dave Nemeth has been named Sr. Manager, Eastern Regional Sales, covering eastern Canada and key territories across the eastern and midwestern United States, while Mitchell Kim has been appointed Manager of Service & Applications for the U.S. & Canada.

Nemeth moves into his new role after more than 12 years as Koh Young’s service manager. He brings extensive practical experience from a range of electronics manufacturing services providers, from mid-tier companies to Tier 1 global organizations, including extended international assignments. A proud U.S. Air Force veteran, Nemeth has built a strong reputation for customer focus and a comprehensive understanding of manufacturing operations and their support requirements. In his new role, he will support customers in eastern Canada, the Midwest including Michigan, Wisconsin, Illinois, Indiana, Ohio, and Kentucky, the Northeast including New England, New York, New Jersey, and eastern Pennsylvania, and Florida, where he is based.

Kim steps into his expanded role after 15 years with Koh Young, having joined the company in 2011. Over that time, he progressed from field service into applications, later serving as applications team leader before taking on this broader management position. He holds a Bachelor of Science in Systems Engineering from the University of Arizona and brings deep technical knowledge along with extensive experience supporting customers across the region.

The appointments also create stronger regional alignment for customers in the U.S. and Canada. With Kim based in Duluth, Georgia, alongside Koh Young America's applications, training, and Help Desk teams, the company is better positioned to improve coordination, accelerate response, and provide more closely aligned support across service and process-related functions.

"These changes reflect the strength of our team and our commitment to developing talent from within," said Joel Scutchfield, General Manager of Koh Young America. "Dave has led our service organization with dedication for more than a decade, and his experience in the EMS environment gives him a strong foundation for this next step into regional sales. At the same time, Mitchell's progression shows the kind of growth we are proud to foster at Koh Young. It is a meaningful passing of the torch, and it also creates stronger regional alignment for our customers by bringing service and applications leadership closer to our Duluth-based support resources."

By aligning leadership more closely with regional resources and customer needs, Koh Young continues to strengthen the foundation for responsive support and long-term partnership across the electronics manufacturing industry. Together, these appointments reinforce the Koh Young commitment to the customer.

SANTA ANA, CA ― March 2026― Express Manufacturing, Inc. (EMI), a global electronics manufacturing services (EMS) provider, today announced the promotion of David Vue to Military and Aerospace Division Manager.

Vue joined EMI in 2016 and has progressed through several roles of increasing responsibility, including Associate Manufacturing Engineer, Manufacturing Engineer, and Senior Manufacturing Engineer. Although he entered the manufacturing industry without prior experience, he quickly developed his expertise through hands-on work and mentorship within the organization.

In his new role, Vue will support the continued growth of EMI’s Military and Aerospace Division while leading the production team and engineering staff and overseeing operations for the division’s dedicated production facility. His responsibilities include managing and developing the manufacturing engineering team, overseeing daily operations and production schedules, and approving final engineering quotes.

“Since joining EMI in 2016, David has made significant contributions across both technical and sales support functions and has played a key role in the growth of our Military & Aerospace division,” said Reed Chan. “I’m excited to see him take on this new leadership role.”

For more than 40 years, EMI has supported mission-critical defense programs with a focus on zero-defect manufacturing and strict regulatory compliance. The company specializes in printed circuit board assembly (PCBA), electromechanical systems, and low-volume, high-mix production, supported by ITAR-compliant and AS9100D-certified U.S. facilities.

EMI’s aerospace capabilities span applications including avionics, flight control systems, satellite communications, and unmanned aerial vehicles (UAVs). Its manufacturing approach emphasizes ruggedized designs, advanced testing protocols, and process control to meet the performance and reliability demands of these environments.

“I’m grateful to the Chin family and EMI management for their trust and continued support,” said Vue. “EMI gave me my first opportunity in the manufacturing industry, and I’m committed to building on that foundation by contributing to the company’s continued growth and success.”

With this leadership transition, EMI continues to invest in internal talent while strengthening its ability to support customers operating in highly regulated, high-reliability sectors.

For more information about Express Manufacturing, Inc. (EMI), email info@eminc.com or visit www.eminc.com.

Singapore ― March 2026 ― SP Manufacturing Pte Ltd., a leader in comprehensive electronic manufacturing services, today announced its expansion into the avionics sector in the United Kingdom, marked by the successful onboarding of its first UK-based avionics customer.

This milestone reflects the company’s continued growth in the aerospace and defense market, building on its established track record supporting aerospace programs in the United States. The expansion into the UK further strengthens SP Manufacturing’s global presence and its ability to support customers navigating increasingly complex supply chain and regulatory environments.

The avionics sector demands strict adherence to quality, traceability, and reliability standards. SP Manufacturing’s ability to meet these requirements is supported by its compliance with key global certifications, including AS9100D, ISO 9001, UL, RoHS, and IATF 16949.

“Our team put in a lot of effort to make this happen,” Jackson Tan, Global Business Development Director. “We’re excited to be working with our UK avionics customer and look forward to what’s ahead.”

SP Manufacturing works closely with avionics customers to navigate changes in the industry, from digital transformation to new materials and more complex supply chains. As geopolitical and regulatory pressures continue to shape sourcing strategies, the company supports customers with flexible manufacturing options that align with near-shoring, friend-shoring, and global risk mitigation strategies.

With a strategic footprint spanning Singapore, Indonesia, Malaysia, China, the United States, Germany, and Poland, SP Manufacturing enables customers to optimize production based on volume, mix, and regional requirements.

The company’s capabilities include complex printed circuit board assembly (PCBA), box builds, and cable harnesses, supporting the increasing complexity of modern aerospace and avionics systems. Its manufacturing model is designed to accommodate the cyclical nature of aerospace programs, with the ability to scale across high-mix, low-volume production environments.

“We’re honored by the trust our new customer has placed in us,” added Tan. “We look forward to building a strong partnership and continuing to deliver high-quality solutions that support the future of aerospace and avionics manufacturing.”

For more information about SP Manufacturing, visit www.sp-manufacturing.com.