Electronics Weekly
Source: Semico Research on Semi capex
Samsung has taken a big lead – $15 billion in capex this year ahead of TSMC’s $10.8 billion and Intel’s $8.7 billion.
After the Big Three come: GloFo on 4.7, Hynix 4, Sony and Toshiba 2, UMC 1.8, Inotera 1.6, SMIC and SanDisk 1.5, Qualcomm 0.7, Infineon 0.6 and ST 0.5.
The biggest increases in spend were at: GloFo by 22%, SMIC by 50% and Sony by 200%.
