Only six chip firms to expand capex in 2012
Only six of the top 35 chip-making companies are planning to increase
capital expenditure in 2012 compared with 2011, according to market analysis
company IC Insights.
The six are Intel, Samsung, Hynix, TSMC, UMC, and Rohm. Those six are likely to
be responsible for about two-thirds of fab spending in 2012. Back in November
2010 another market analysis firm, Gartner, produced a ranking which showed 11
companies in the billion-dollar-per-year capex club in 2011. It is not clear
from IC Insights how many are still in that club but according to IC Insights
there are just three companies in the five-billion-dollar-per-year capex club.
With an increase of $1.7 billion, Intel is expected to post the biggest dollar
increase in capital expenditure for 2012, though it is likely to trail Samsung
in overall capex for the year. The third club member is TSMC.
Despite the fact that just six companies are increasing spending on an annual
basis IC Insights has raised its forecast for total semiconductor capital
spending for 2012 to $63.3 billion from $60.7 billion.
As a result the total 2012 semiconductor industry capital expenditures are now
forecast to decline by 3 percent this year as compared to the previous
expectation of an 8 percent decline.
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