SEMI projects $400bn semiconductor equipment investment from 2025-2027, led by China, South Korea, and Taiwan.

SEMI projects a record $400 billion investment in semiconductor manufacturing equipment from 2025 to 2027, driven by rising demand for AI chips and regional manufacturing amid U.S.-China trade tensions. China will lead with over $100 billion in spending, followed by South Korea ($81 billion) and Taiwan ($75 billion). The Americas, Japan, and Europe are expected to invest $63 billion, $32 billion, and $27 billion, respectively. Equipment spending will grow significantly, reaching $123 billion in 2025.

September 26, 2024
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