➀ The spending on 300mm fab equipment is projected to grow by 4% to $99.3 billion in 2024 and further increase by 24% to $123.2 billion in 2025. ➁ China is expected to remain the top spender on 300mm equipment until 2027, investing over $100 billion. ➂ Foundry equipment spending is expected to reach about $230 billion between 2025 and 2027, driven by investments in sub-3nm nodes.
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