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PV-Geek
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re: IC Insights: Intel, Samsung 'smell blood in the water'
PV-Geek   2/11/2012 10:21:20 PM
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Spending is a great sign unless it leads to the next capacity bubble. Although it seems to make sense to expand in an upturn, history tends to show that investing in the downturn pays off better in the long run. TSMC invested more in 2009 and 2010 during the downturn.

Dave.Dykstra
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re: IC Insights: Intel, Samsung 'smell blood in the water'
Dave.Dykstra   1/26/2012 2:59:14 AM
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But $6B is still a sizable capex and in line with recent years and with the spending from the other two. Overall, this appears to bode well for electronics in the future.

apummer945
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re: IC Insights: Intel, Samsung 'smell blood in the water'
apummer945   1/25/2012 3:27:53 AM
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big oil makes big profits for years but does not invest at all of course it has huge tax break to

selinz
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re: IC Insights: Intel, Samsung 'smell blood in the water'
selinz   1/23/2012 8:45:28 PM
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Don't forget tax implications. It makes cents to invest in years that have big profits.

Les_Slater
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re: IC Insights: Intel, Samsung 'smell blood in the water'
Les_Slater   1/23/2012 1:58:58 PM
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It occurs to me that with all this competitive landscape changing before our eyes that Sumsung might want to acquire AMD. They do use Intel X86 silicon and plan to continue to do so for some time at least. Besides rolling their own for internal consumption they could also pull in some pretty change from the X86 merchant market.

resistion
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re: IC Insights: Intel, Samsung 'smell blood in the water'
resistion   1/23/2012 8:54:28 AM
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Intel and Samsung could be spending more to expand capacity for new product sectors. But I wonder if tsmc is anticipating less customer demand, especially at the leading edge of 20 nm.

sureshtheory
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re: IC Insights: Intel, Samsung 'smell blood in the water'
sureshtheory   1/23/2012 8:21:58 AM
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@phoenix:good pointer to think about why tat negative 18% from TMSC... thank you...

phoenixdave
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re: IC Insights: Intel, Samsung 'smell blood in the water'
phoenixdave   1/22/2012 5:36:54 PM
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Interesting to see the negative 18% from TSMC. I wonder if there is any correlation between this chnage and their current 28nm process problems - http://www.eetimes.com/electronics-news/4234961/TSMC-manufacturing-process-in-trouble.

agk
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re: IC Insights: Intel, Samsung 'smell blood in the water'
agk   1/22/2012 7:38:19 AM
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increase in the capex spending will result in more job opportunities and also more sales for the capital goods sellers. Again one more good year 2012 for the infrastructure providers



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