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.
Recent #300mm Fab news in the semiconductor industry
1. VIS and NXP have established the VSMC joint venture after obtaining necessary approvals and injecting capital. 2. VSMC plans to construct a 300mm wafer fab in Singapore with an investment of approximately $7.8 billion. 3. The fab will support mixed-signal, power management, and analog products targeting automotive, industrial, consumer, and mobile markets, with initial production starting in 2027.