Current Edition:
Q3 2026Publication Schedule:
QuarterlyPrincipal Analysts:
Christian Gregor Dieseldorff, SEMISean Yang, SEMI
Format:
Microsoft® Excel® file (.xls)The World Fab Forecast subscription is a comprehensive resource for continuously tracking global fab spending, construction, production capacity, and technology trends by device type. It covers over 1,600 facilities worldwide, including more than 145 future facilities/lines with varying probabilities of starting volume production in 2026 or later.
Tracked companies include TSMC, UMC, GLOBALFOUNDRIES, SMIC, Samsung, Intel, Kioxia, Micron, SK Hynix, PSMC, Texas Instruments, Renesas, STMicro, Fujitsu, Infineon, Panasonic, NXP, Winbond, Sharp, Hua Hong Group, Nexchip, Onsemi, Magna Chip, X-Fab Silicon Foundries, and many more.
Leverage this comprehensive database to strengthen your business intelligence efforts:
- Access detailed, line-by-line insights into your customers, suppliers, competitors, and partners.
- Understand the types of semiconductor products manufactured across facilities and production lines, including future plans.
Quantitatively assessing the impact of fab activity on supply and demand dynamics.
**Multi-user and Enterprise licenses must be purchased when more than 1 user accesses SEMI reports/databases**
World Fab Forecast Report (2025 to 2027) 3Q26 Update
The report lists a total of 1,612 facilities/lines, including 150 future facilities/lines with varying probabilities expected to begin volume production in 2026 or later.
Global Outlook: Spending & Growth:
Total Market Growth:
Global equipment spending is projected to reach $159 billion in 2026, representing 29% year-over-year growth, and is expected to increase by another 14% to $180 billion in 2027.
Segment Drivers:
The Logic & Micro sector remains the largest equipment spending category at $71 billion, followed by the Memory sector, driven by strong AI demand.
Regional Investment Focus:
Europe and the Mideast are forecast to achieve the highest regional growth in 2026 (191%YoY).
China is expected to remain the world's largest spending market in 2026.
The Americas is forecast to surge 98% in 2026, signaling strong investment momentum.
Installed Capacity: Volume & Expansion
Steady Capacity Expansion:
Total installed capacity is expected to grow by 5% in 2026 and 6% in 2027, driven by continued fab construction.
Capacity Leadership:
China is projected to maintain the world's largest installed capacity in both 2026 and 2027.
Logic & Micro Capacity Outlook:
The Logic & Micro capacity forecast for 2027 has been revised upward, reflecting expectations for increased high-volume production.
Key Forecast Revisions
The global equipment spending forecast for 2026 has been revised upward.
The spending forecasts for Logic & Micro, Memory, Analog and Opto have been revised significantly upward.
Screenshots
Summary Page, Graphs/Tables, Company Details, Capacity by Foundries
Tutorial - Introduction
Tutorial - Tables and Graphs
Tutorial - Pivot Tables
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
- Executive Summaries and high-level trends presented in more than 10 charts and 100 tables
- Graphs and tables include 6 quarters of historical results and forecast
- Complete fab-cycle coverage, line-by-line, from planning, construction, production, and closure
- Line-by-line details on spending, capacity ramp, product type, technology node and wafer size transition
- Quarterly Excel fab reports for data analysis and modeling by fabs
Benefits
- Leverage this comprehensive database to strengthen your business intelligence efforts, accessing line-by-line details about your customers, suppliers, competitors, and partners.
- Understand what types of semiconductor products are manufactured in various facilities and lines, including future plans.
- Quantitatively analyze the impact of semiconductor fab plans for demand/supply imbalances.
- Access to the leading industry benchmark used by financial communities and experts around the world
- Consolidated resource for fab activities
Purchase
| Product | Member | Non-Member | |
|---|---|---|---|
| World Fab Forecast - 1 user , One-time Purchase | $3,800 | $5,600 | Buy Now |
| World Fab Forecast - 1 user , Subscription | $7,550 | $11,100 | Buy Now |
| World Fab Forecast Premium with FabView - 1 User, Subscription | $10,300 | $15,000 | Buy Now |
|
*Pricing does not apply to Individual Members. |
*Pricing does not apply to Individual Members.
For product related inquiries or questions regarding Enterprise pricing, please email [email protected].
To purchase multiple user licenses at a discount, please contact [email protected].
Please review Market Intelligence License Agreement