{
  "name": "Fab Tracker industry forecasts",
  "url": "https://eyesonflash.com/bit-market/fab-tracker/",
  "creator": "Eyes on Flash",
  "rights": "All rights reserved. Copyright Sean Webster, Eyes on Flash (https://eyesonflash.com). You may read these files and link to them; do not copy, republish or redistribute them without written permission. Each figure comes from the source named on its row.",
  "dateModified": "2026-11-03",
  "about": "One row per industry forecast figure, each with its publisher and the day it was published (date), so a newer forecast sits beside an older one. value is a single figure; low and high are set instead when the forecast is a range. claim_id is the Eyes on Flash ledger claim the figure comes from and quote is words that appear in it; source_title and source_url name its first public source, source_urls lists them all separated by \" | \".",
  "columns": [
    "date",
    "publisher",
    "metric",
    "period",
    "value",
    "low",
    "high",
    "unit",
    "claim_id",
    "quote",
    "source_title",
    "source_url",
    "source_urls"
  ],
  "rows": [
    {
      "date": "2026-06-29",
      "publisher": "SEMI",
      "metric": "capacity",
      "period": "2026",
      "value": 4.1,
      "low": "",
      "high": "",
      "unit": "million 300mm memory wafers a month",
      "claim_id": "C-SD-020",
      "quote": "4.1 million wafers per month in 2026",
      "source_title": "SEMI Projects 300mm Memory Equipment Investment to Surpass $50 Billion in 2026",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026"
    },
    {
      "date": "2026-06-29",
      "publisher": "SEMI",
      "metric": "capacity",
      "period": "2027",
      "value": 4.2,
      "low": "",
      "high": "",
      "unit": "million 300mm memory wafers a month",
      "claim_id": "C-SD-020",
      "quote": "4.2 million in 2027",
      "source_title": "SEMI Projects 300mm Memory Equipment Investment to Surpass $50 Billion in 2026",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026"
    },
    {
      "date": "2026-06-29",
      "publisher": "SEMI",
      "metric": "capex",
      "period": "2026",
      "value": 52,
      "low": "",
      "high": "",
      "unit": "USD B, 300mm memory equipment",
      "claim_id": "C-SD-020",
      "quote": "USD 52 billion in 2026",
      "source_title": "SEMI Projects 300mm Memory Equipment Investment to Surpass $50 Billion in 2026",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026"
    },
    {
      "date": "2026-06-29",
      "publisher": "SEMI",
      "metric": "capex",
      "period": "2027",
      "value": 57,
      "low": "",
      "high": "",
      "unit": "USD B, 300mm memory equipment",
      "claim_id": "C-SD-020",
      "quote": "USD 57 billion in 2027",
      "source_title": "SEMI Projects 300mm Memory Equipment Investment to Surpass $50 Billion in 2026",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-300mm-memory-equipment-investment-to-surpass-50-billion-dollars-in-2026"
    },
    {
      "date": "2026-04-01",
      "publisher": "SEMI",
      "metric": "capex",
      "period": "2026",
      "value": 133,
      "low": "",
      "high": "",
      "unit": "USD B, 300mm fab equipment",
      "claim_id": "C-SD-022",
      "quote": "USD 133 billion in 2026",
      "source_title": "SEMI Projects Double-Digit Growth in Global 300mm Fab Equipment Spending for 2026 and 2027",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-double-digit-growth-in-global-300mm-fab-equipment-spending-for-2026-and-2027",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-double-digit-growth-in-global-300mm-fab-equipment-spending-for-2026-and-2027"
    },
    {
      "date": "2026-04-01",
      "publisher": "SEMI",
      "metric": "capex",
      "period": "2027",
      "value": 151,
      "low": "",
      "high": "",
      "unit": "USD B, 300mm fab equipment",
      "claim_id": "C-SD-022",
      "quote": "USD 151 billion in 2027",
      "source_title": "SEMI Projects Double-Digit Growth in Global 300mm Fab Equipment Spending for 2026 and 2027",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-double-digit-growth-in-global-300mm-fab-equipment-spending-for-2026-and-2027",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-double-digit-growth-in-global-300mm-fab-equipment-spending-for-2026-and-2027"
    },
    {
      "date": "2026-04-01",
      "publisher": "SEMI",
      "metric": "capex",
      "period": "2027-2029",
      "value": 175,
      "low": "",
      "high": "",
      "unit": "USD B, memory equipment",
      "claim_id": "C-SD-022",
      "quote": "USD 175 billion of memory equipment spending from 2027 to 2029",
      "source_title": "SEMI Projects Double-Digit Growth in Global 300mm Fab Equipment Spending for 2026 and 2027",
      "source_url": "https://www.semi.org/en/semi-press-release/semi-projects-double-digit-growth-in-global-300mm-fab-equipment-spending-for-2026-and-2027",
      "source_urls": "https://www.semi.org/en/semi-press-release/semi-projects-double-digit-growth-in-global-300mm-fab-equipment-spending-for-2026-and-2027"
    },
    {
      "date": "2026-07-15",
      "publisher": "ASML",
      "metric": "capacity",
      "period": "2026",
      "value": 65,
      "low": "",
      "high": "",
      "unit": "low-NA EUV systems a year",
      "claim_id": "C-SD-023",
      "quote": "around 65 systems",
      "source_title": "ASML press release: Q2 2026 financial results",
      "source_url": "https://ourbrand.asml.com/asset/c8dbf3fc-4c5e-4406-83f6-27694b138245/Press-Release-Financial-Results-Q2-2026.pdf",
      "source_urls": "https://ourbrand.asml.com/asset/c8dbf3fc-4c5e-4406-83f6-27694b138245/Press-Release-Financial-Results-Q2-2026.pdf"
    },
    {
      "date": "2026-07-15",
      "publisher": "ASML",
      "metric": "capacity",
      "period": "2026",
      "value": 130,
      "low": "",
      "high": "",
      "unit": "DUV immersion systems a year",
      "claim_id": "C-SD-023",
      "quote": "DUV immersion capacity is around 130",
      "source_title": "ASML press release: Q2 2026 financial results",
      "source_url": "https://ourbrand.asml.com/asset/c8dbf3fc-4c5e-4406-83f6-27694b138245/Press-Release-Financial-Results-Q2-2026.pdf",
      "source_urls": "https://ourbrand.asml.com/asset/c8dbf3fc-4c5e-4406-83f6-27694b138245/Press-Release-Financial-Results-Q2-2026.pdf"
    },
    {
      "date": "2026-06-05",
      "publisher": "TrendForce (citing The Elec)",
      "metric": "capacity",
      "period": "2030",
      "value": 1,
      "low": "",
      "high": "",
      "unit": "million DRAM wafers a month, SK hynix",
      "claim_id": "C-D-150",
      "quote": "roughly 1 million wafers by 2030",
      "source_title": "[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion",
      "source_url": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/",
      "source_urls": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/"
    },
    {
      "date": "2026-06-05",
      "publisher": "TrendForce (citing The Elec)",
      "metric": "capacity",
      "period": "1H 2030",
      "value": 360000,
      "low": "",
      "high": "",
      "unit": "DRAM wafers a month added, SK hynix Yongin first fab",
      "claim_id": "C-D-147",
      "quote": "add 360,000 wafers per month of DRAM capacity by the first half of 2030",
      "source_title": "[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion",
      "source_url": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/",
      "source_urls": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/"
    },
    {
      "date": "2026-06-05",
      "publisher": "TrendForce (citing The Elec)",
      "metric": "capacity",
      "period": "2H 2026",
      "value": 40000,
      "low": "",
      "high": "",
      "unit": "wafers a month at start, SK hynix M15X",
      "claim_id": "C-D-148",
      "quote": "an initial capacity of 40,000 wafers per month",
      "source_title": "[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion",
      "source_url": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/",
      "source_urls": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/"
    },
    {
      "date": "2026-06-05",
      "publisher": "TrendForce (citing The Elec)",
      "metric": "capacity",
      "period": "2027",
      "value": 80000,
      "low": "",
      "high": "",
      "unit": "wafers a month, SK hynix M15X",
      "claim_id": "C-D-148",
      "quote": "about 80,000 wafers per month in 2027",
      "source_title": "[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion",
      "source_url": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/",
      "source_urls": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/"
    },
    {
      "date": "2025-11-19",
      "publisher": "TrendForce (citing ETNews)",
      "metric": "capacity",
      "period": "end of 2026",
      "value": 200000,
      "low": "",
      "high": "",
      "unit": "1c DRAM wafers a month, Samsung",
      "claim_id": "C-D-151",
      "quote": "200,000 wafers per month by the end of 2026",
      "source_title": "[News] Samsung Reportedly Plans 200K 1c DRAM Wafers/Month by 2026, About One-Third of Its Total Output",
      "source_url": "https://www.trendforce.com/news/2025/11/19/news-samsung-reportedly-plans-200k-1c-dram-wafersmonth-by-2026-about-one-third-of-its-total-output/",
      "source_urls": "https://www.trendforce.com/news/2025/11/19/news-samsung-reportedly-plans-200k-1c-dram-wafersmonth-by-2026-about-one-third-of-its-total-output/"
    },
    {
      "date": "2026-04-16",
      "publisher": "TSMC",
      "metric": "capex",
      "period": "2026",
      "value": "",
      "low": 52,
      "high": 56,
      "unit": "USD B, company guidance",
      "claim_id": "C-D-043",
      "quote": "between US$52 billion and US$56 billion",
      "source_title": "TSMC Form 20-F for fiscal year 2025",
      "source_url": "https://investor.tsmc.com/sites/ir/sec-filings/2025_20F%20Report.pdf",
      "source_urls": "https://investor.tsmc.com/sites/ir/sec-filings/2025_20F%20Report.pdf"
    },
    {
      "date": "2026-02-20",
      "publisher": "Amkor",
      "metric": "capex",
      "period": "2026",
      "value": "",
      "low": 2.5,
      "high": 3,
      "unit": "USD B, company guidance",
      "claim_id": "C-D-066",
      "quote": "approximately $2.5 billion to $3.0 billion",
      "source_title": "Amkor Technology Form 10-K for fiscal year 2025",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1047127/000119312526140294/d94485dars.pdf",
      "source_urls": "https://www.sec.gov/Archives/edgar/data/1047127/000119312526140294/d94485dars.pdf"
    }
  ]
}