Those that overlay the 20th Word Processor Era, are repeating (Yes! Here, history does repeat) dumb think. This is the Smart Age!!! The Chip and Screen Age!!! The Promise of Dot Com Upon Us Age!!! It, truly, truly, is Cymer time!!!!!!
Only six major semiconductor suppliers to spend more on capex in 2012, says IC Insights Press release; Jessie Shen, DIGITIMES [Wednesday 18 July 2012] IC Insights' latest survey and ranking of the major semiconductor capital spenders shows that only six of the 35 major semiconductor suppliers - Intel, Samsung, Hynix, TSMC, UMC and Rohm - with significant capex budgets are expected to spend more in 2012 than they did in 2011.
With an increase of US$1.7 billion, Intel is expected to post the biggest dollar increase in capex spending for 2012, though it is likely to trail Samsung in overall capex spending for the year, according to IC Insights.
Though only six companies are expected to increase their capital spending in 2012, the total semiconductor capital spending forecast figure for the year was raised to US$63.3 billion from US$60.7 billion, IC Insights said. The total 2012 semiconductor industry capex are now forecast to decline only 3% as compared to the previous expectations of an 8% decline.
The six major companies that plan to increase semiconductor capital spending this year are expected to collectively spend about US$5.2 billion more in 2012 than in 2011, IC Insights indicated. In contrast, the total of the remaining capital spending outlays are forecast to decline by about US$7.5 billion this year.
It should be noted that a few of the major OSAT (outsourced semiconductor assembly and test) companies also plan to significantly increase their capital spending in 2012, including Amkor (from US$493 million in 2011 to US$550 million this year), SPIL (from US$376 million in 2011 to US$585 million this year), and STATS ChipPAC (from US$304 million in 2011 to US$400 million this year). IC Insights believes that these increased spending budgets by some of the major OSAT companies indicates their belief that semiconductor unit shipments will be on the rebound in 2012.
IC Insights: Major capital spenders in 2012 (US$m)