Jul 28, 2026

Memory, Logic, and Foundry: Where the Capital Is Actually Going

Foundry projects outnumber logic fabs nearly two to one, but logic dollars dominate the total. A breakdown of where $1.04 trillion in tracked capital is actually being spent, by fab type.

Logic Fab$540.0B

Foundry$233.9B

Memory Fab$225.0B

Advanced Packaging$15.3B

Materials$14.2B

Equipment Mfg$6.8B

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