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Paced by Big Spenders, Chip Capex Projected to Grow

3/3/2017 04:01 PM EST
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paul.jhnson
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Re: GloFo number is low
paul.jhnson   3/8/2017 12:25:50 PM
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LiarFoundries has already wasted billions, and continues to do so. Unless they can turn a profit in the US, which is highly unlikely, they have to cut costs by handing US technology to the Chinese and Arabs; fire US workers and hire Chinese in their new China plant they are proud of and where they will put their money next. The US plants will serve well to transfer the technology over to China.


They have large state-sponsored spending going into Albany, EUV, all of which is a big waste of money for them and to NY state, given their overall lack of talent. Their source of income is Arab oil money, not talent.

emesdoublee
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Freelancer
Re: GloFo number is low
emesdoublee   3/7/2017 2:18:13 PM
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Yes, you are correct that the 7B is over 3 years. My point is really that Intel is investing 7B and the fab building itself is already completed from what I read. So this is mainly tool purchases of 7B for the inside of the FAB.

In any case, just looking at raw investment, GloFo is way down there. They have 1/5 the investment of TSMC. How can you possible hope to compete with TSMC, Samsung, Intel when looking at these numbers.

TSMC + Samsung + Intel = 35B for 2017

GloFo = 2B

GloFo is getting dominated. They are losing money badly already so need to get that 2B from Mubudala. The other companies are investing profits in new infra.

m00nshine
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Re: GloFo number is low
m00nshine   3/7/2017 10:03:46 AM
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Intel 7B investment in F42 was announced over a 3 year period, not all in 2017...Correct? Not necessarily disagreeing with the other points...Just the comparison of Intel 12bil CAPEX in FY2017 vs Trumps F42 announcement detail

emesdoublee
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Freelancer
GloFo number is low
emesdoublee   3/6/2017 7:53:01 PM
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I think this article tells you everything you need to know about GloFo status. TSMC will invest 10 Billion to support 7 nm build out. GloFo has set a measly 2 Billion in comparison. Let's get real folks, 2B won't cut it to fight against TSMC, Samsung, or Intel. Intel announced 7 B for the Arizona 7 nm fab. Which is real 7nm by the way. Do really think these idiots are going to upgrade Malta fab for 2 B and be a real threat in 7 nm in early 2018? Also, look at the really weak 1.5 B from last year. That tells me mubudala is angry. They just sold 45 Million shares of AMD. GloFo is toast soon.

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