Global Semiconductor Capex Tracker 2026

Summary

In the first half of 2026, combined capex across the ten largest foundries rose 18.4% year on year — but the increment is narrow: leading-edge nodes and advanced packaging absorbed 71% of the new spend, while mature-node investment fell for a third consecutive quarter.

This report breaks down each vendor's quarterly spending cadence, equipment mix and ramp schedule, then cross-checks them against downstream AI server shipment forecasts to date the supply gap expected in 2027 and size it.

By equipment class, lithography rose from 31% of spend in 2024 to 38%, with High-NA EUV delivery slots now extending into the second quarter of 2028. Etch and deposition order growth tracks each vendor's advanced packaging lines; this section lists confirmed order values, delivery windows and the line each is tied to, vendor by vendor. Test equipment purchasing lags front-end by roughly two quarters, a lag that has held across the last three cycles and reads as a leading indicator of capacity release…

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