AI Drives CapEx Chip Equipment to Record $156B in 2027
The global semiconductor industry is set for a record $156 billion in capital expenditure on chip equipment by 2027, driven by AI demand. SEMI forecasts a shift to a "Giga Cycle" with strong growth in semiconductor equipment sales, particularly in Wafer Fab Equipment. Geopolitical factors influence investment, with China, Taiwan, and Korea leading spending. However, China's spending may decline by 2026 due to technology access issues. The Americas and Southeast Asia are poised for growth, supported by government incentives. Analysts warn of a potential "AI infrastructure bubble" by 2027 if AI software revenue doesn't meet expectations.
EE Times·
