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【Data Highlights of the Week】SEMI: Global 300mm wafer fab equipment spending is expected to reach USD 227 billion by 2029; NVIDIA's AI accelerator shipments in China plummeted by 44% in the first half
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Author：小编
This week's semiconductor and tech industry data highlights are abundant: Global spending on 300mm wafer fab equipment is expected to continue growing, reaching an estimated USD 149 billion in 2026, a 31% year-on-year increase, and surging to USD 227 billion by 2029. In the first half of the year, NVIDIA shipped 678,000 AI accelerators in China, a 44% year-on-year decline, with its market share dropping to 34%; meanwhile, Huawei's shipments reached 572,000 units, a 90% year-on-year increase. Additionally, global smartphone shipments in the third quarter fell by 20% year-on-year, hitting a 14-year low for the same period, and retail prices have risen by 20% since 2026.
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