Woofun AI data shows that global investment in equipment for the storage segment of 300mm fabs is projected to exceed $50 billion for the first time in 2026, reaching $52 billion with a 29% increase. This growth is supported by increased spending on AI infrastructure, data centers, and next-generation computing systems. Investment is expected to rise another 11% to $57 billion in 2027. SEMI forecasts a compound annual growth rate of 19% for this segment from 2024 to 2029. Global 300mm storage production capacity is anticipated to reach 4.1 million wafers per month in 2026 and 4.2 million wafers per month in 2027.