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 have provided 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 have also highlighted fab investment trends, equipment spending, and capacity expansion through 2028, with a focus on leading-edge logic technologies and mainstream nodes. Together, these presentations have offered a comprehensive view of how CAPEX strategies and fab investments will shape the industry's future.
Presentation slides
SEMI Webinar: Semiconductor CAPEX and Capacity Outlook – Architecting Growth in the AI Era
Capex Activities in Semiconductor Industry for Support of Growth
SEMI Fab Investment Outlook and Capacity Growth Projection
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300mm Fab Outlook Report
AI, high-performance computing, and automotive growth drive 300mm fab investments. Sustained 300mm wafer production growth reflects the increasing demand for advanced chips and technologies. This report tracks more than 350 300mm fabs/lines worldwide, covering over 80 companies and organizations. It provides a comprehensive view of the current and future investment landscape for 300mm semiconductor fabs, supporting business planning through 2030.
World Fab Forecast
The World Fab Forecast subscription is your ultimate resource for continuous tracking of worldwide fab spending, construction, production capacity, and technology trends by device type, providing a detailed outlook through 2026. It tracks more than 1,500 facilities worldwide including more than 180 future facilities/lines with various probabilities of starting volume production in 2025 or later. Companies include TSMC, UMC, GLOBALFOUNDRIES, SMIC, Samsung, Intel, Kioxia, Micron, SK Hynix, PSMC, Texas Instruments, Renesas, STMicro, and many more.