Each gigawatt of incremental growth capacity requires approximately 46,000 wafer starts per month across DRAM, Logic, HBM, and NAND, with DRAM accounting for 53% of this capacity. Advanced Foundry/Logic processes have the highest equipment cost at $3.4 billion per 10K WSPM, while HBM/DRAM costs $1.4 billion and NAND costs $1.3 billion for the same capacity. WFE spending is projected to grow from $110 billion in 2024 to $198 billion by 2028, with Logic/Foundry consistently representing the largest share.
The semiconductor industry requires massive capital investment in WFE to meet AI demand, with Logic/Foundry dominating spending and memory segments also seeing substantial growth.