Core Insights - The global spending on 300mm wafer fab equipment is projected to reach $374 billion from 2026 to 2028, driven by the surge in demand for AI chips and the emphasis on regional self-sufficiency in semiconductor supply chains [1][3] Equipment Spending Forecast - In 2025, global spending on 300mm wafer fab equipment is expected to exceed $100 billion for the first time, growing by 7% to reach $107 billion [1] - Investment is forecasted to grow by 9% in 2026 to $116 billion, by 4% in 2027 to $120 billion, and by 15% in 2028 to $138 billion [1] Market Segmentation Growth - The logic and microelectronics sector is anticipated to lead equipment expansion, with total investments reaching $175 billion from 2026 to 2028, primarily driven by foundries expanding capacity for processes below 2nm [4] - The memory segment is expected to be the second-largest, with total spending of $136 billion over three years, including over $79 billion for DRAM-related equipment and $56 billion for 3D NAND investments [5] - The analog sector is projected to exceed $41 billion in investments over the next three years, while the power-related sector, including compound semiconductors, is expected to see $27 billion in investments [5] Regional Growth - China is expected to maintain its lead in 300mm equipment spending, with investments projected at $94 billion from 2026 to 2028 [7] - South Korea is forecasted to invest $86 billion, ranking second globally, driven by demand for generative AI [7] - Taiwan is projected to invest $75 billion, focusing on 2nm and below capacity to maintain its leadership in advanced foundry technology [7] - The Americas are expected to invest $60 billion, with the U.S. suppliers expanding advanced process capacity to meet AI application demands [7] - Japan, Europe, and the Middle East, along with Southeast Asia, are projected to invest $32 billion, $14 billion, and $12 billion respectively, with policies aimed at alleviating semiconductor supply issues expected to boost investments by over 60% by 2028 compared to 2024 [7]