SEMI Projects Memory Equipment Investment to Surpass $50 Billion in 2026
According to SEMI's latest report, global investment in 300mm fab equipment for the memory sector is expected to exceed $50 billion in 2026 due to rising demand driven by AI applications. The growth is attributed to increased spending on high bandwidth memory (HBM), DDR5, and data storage technologies.
Topics: 3D NAND AI infrastructure DDR5 DRAM HBM memory investment