Semiconductor CAPEX and Capacity Outlook

The semiconductor industry is undergoing unprecedented growth, driven by advancements in AI, high-performance computing, and the electrification of the automotive sector. This rapid expansion requires significant capital expenditures (CAPEX) to support the development of new technologies and the scaling of semiconductor manufacturing. Understanding how CAPEX is allocated—both geographically and by technology—is essential for ensuring supply chain resilience and long-term industry growth. Additionally, major investments in semiconductor fabs, influenced by market demand and government incentives, are shaping the future landscape of chip production.

In this webinar, panelists will provide an analysis of CAPEX trends in the semiconductor industry, focusing on WFE investments from 2025 to 2035, offering both near-term clarity and long-term strategic insights. They will also highlight fab investment trends, equipment spending, and capacity expansion through 2028, with a focus on leading-edge logic technologies and mainstream nodes. Together, these presentations will offer a comprehensive view of how CAPEX strategies and fab investments will shape the industry's future.