Current Edition:
September 2026Publication Schedule:
BiannuallyPrincipal Analysts:
Christian Gregor Dieseldorff, SEMISean Yang, SEMI
Format:
Microsoft® Excel® file (.xls)Investment in power and compound semiconductor fabs is being driven by strong structural demand from electrification, renewable energy, and power efficiency applications. Wide bandgap technologies such as SiC and GaN are gaining traction due to their superior performance in high-voltage and high-frequency environments.
Growth in electric vehicles, energy infrastructure, industrial automation, and telecommunications is accelerating wafer demand and prompting capacity expansion. At the same time, government incentives and localization policies are reinforcing regional investment. As geopolitical dynamics evolve, power and compound semiconductor fabs are becoming critical infrastructure — enabling the energy transition and supporting scalable, cost-effective manufacturing.
The Power and Compound Fab Report is a comprehensive resource tracking capital expenditures, capacity, and technological transitions across front-end semiconductor fabrication facilities focused on power and compound materials. It provides strategic insights across key areas:
- Financial insights: Visibility into capital investment trends and spending patterns
- Operational planning: Monitoring of project progress and timelines to support planning and prioritization
- Technology outlook: Identification of emerging trends shaping the industry
- Regional analysis: Insights into geographic dynamics and evolving market opportunities
Power & Compound Fab Report (September 2026)
Following pandemic-driven peaks, fab equipment spending is entering a period of cyclical moderation. After a near-term decline, spending is projected to rebound strongly in 2026, reaching nearly US$29 billion—a 31% year-over-year increase. Driven by strong demand for AI applications, spending is expected to grow another 11% to US$32 billion in 2027.
Power and compound semiconductor capacity is also expected to expand steadily, growing 6% in both 2026 and 2027.
Across the reporting period from 2018 to 2029, the report identifies a total of 1,091 fabs and production lines worldwide, including R&D facilities, planned projects, and facilities that have closed.
The report indicates that 51 fabs and production lines, including EPI facilities, are scheduled to begin operations in 2026 and beyond.
When measured by capacity and excluding EPI facilities to avoid double counting, the number of volume-production fabs and lines in operation is expected to increase from 768 in 2025 to 787 by 2029.
**Multi-user and Enterprise licenses must be purchased when more than 1 user accesses SEMI reports/databases**
The report is based primarily on a bottom-up analysis of individual fab projects. Data is compiled from industry sources, public filings, capital spending plans, investor presentations, production ramp schedules, and technology roadmaps. We leverage trusted global data sources, economic indicators, and WWSEMS benchmarking, applying best-educated estimates within our fab forecast model and continuously refining forecasts as new information becomes available.
Product Information
Features
- High-level summaries, tables, graphs, and company details
- Twelve-year report with quarterly forecast data in a single Excel file
- Comprehensive company and fab information, including fab status, greenfield projects, wafer size transitions, and more
- Quarterly tracking of construction, capacity, and equipment investment through 2029
- Technology highlights covering Epitaxy, LED, IGBT, HEMT, MOSFET, and BCD
- Materials coverage including SiC, Sapphire, GaN, GaAs, InP, III-V, and more
- Advanced data search by company, country, and products, with detailed product listings by fab
Benefits
- Access to detailed, reliable data on worldwide fabs
- Insights into the latest industry trends to help identify new opportunities and customers
- Valuable resource for informed business and investment decision-making
- Benchmark data trusted by financial institutions and industry experts worldwide
Purchase
| Product | Member | Non-Member | |
|---|---|---|---|
| Power & Compound Fab Report - 1 user, One-Time Purchase | $3,800 | $6,250 | Buy Now |
|
To purchase multiple user licenses at a discount, please contact [email protected]. |
To purchase multiple user licenses at a discount, please contact [email protected].
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