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KB3001
Samsung's plans are much more bullish in comparison. Intel are doing well but I ...
resistion
Wonder if 12-13 billion buys about the same amount as 10 billion last year, if ...
Intel says 2012 capex will top $12 billion
Dylan McGrath
1/19/2012 7:40 PM EST
SAN FRANCISCO—Intel Corp. said Thursday (Jan. 19) it would spend between $12.1 billion and $12.9 billion on capital spending in 2012, a higher-than-expected forecast that comes as a pleasant surprise to semiconductor manufacturing tool suppliers.
Intel (Santa Clara, Calif.) spent about $10.5 billion on capital spending in 2011. Some observers expected that total would be lower for 2012.
Industry wide, semiconductor capital spending is expected to be about $51.8 billion, down 16.9 percent from 2011, according to market research firm IC Insights Inc. Fellow market watcher Gartner Inc. forecasts total semiconductor industry capital spending to be $51.7 billion this year.
Earlier this week, foundry giant TSMC said it expects to spend about $6 billion on capital expenditures in 2012, down about 18 percent from its 2011 capex of $7.3 billion. Also earlier this week, Samsung Electronics Co. Ltd. said it plans to spend a whopping $41.7 billion on its operations, including investment of about $6.5 billion in logic chips and $6 billion in memory chips.
Intel delivered its much-anticipated capital spending forecast in reporting its fourth quarter results Thursday, when the company reported that sales for the year increased by 24 percent.
Intel (Santa Clara, Calif.) spent about $10.5 billion on capital spending in 2011. Some observers expected that total would be lower for 2012.
Industry wide, semiconductor capital spending is expected to be about $51.8 billion, down 16.9 percent from 2011, according to market research firm IC Insights Inc. Fellow market watcher Gartner Inc. forecasts total semiconductor industry capital spending to be $51.7 billion this year.
Earlier this week, foundry giant TSMC said it expects to spend about $6 billion on capital expenditures in 2012, down about 18 percent from its 2011 capex of $7.3 billion. Also earlier this week, Samsung Electronics Co. Ltd. said it plans to spend a whopping $41.7 billion on its operations, including investment of about $6.5 billion in logic chips and $6 billion in memory chips.
Intel delivered its much-anticipated capital spending forecast in reporting its fourth quarter results Thursday, when the company reported that sales for the year increased by 24 percent.
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resistion
1/20/2012 12:17 AM EST
Wonder if 12-13 billion buys about the same amount as 10 billion last year, if the newer equipment is more expensive (vendors charging more per unit in anticipation of overall reduced demand, for example).
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KB3001
1/20/2012 5:18 PM EST
Samsung's plans are much more bullish in comparison. Intel are doing well but I still question their mid-to-long term prospects.
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