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GREAT-Terry
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re: Analyst: Only six chip firms to expand capex in 2012
GREAT-Terry   7/19/2012 2:54:55 PM
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How about the situation in Japan? Besides Rohm which is still increasing CapEx, how about others? I'm afraid Japan is walking away from the industry from the recent situation in Renesas.

Peter Clarke
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re: Analyst: Only six chip firms to expand capex in 2012
Peter Clarke   7/19/2012 11:22:03 AM
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It is never safe to assume and in areas like semiconductor capex the swings year-to-year can be large. Given that IC Insights is predicting a 3.5 percent annual fall in total semiconductor capex for 2012 the implication is that the rest of the industry is reducing its aggregate capex by slightly more than these top six are increaseing their capex.

Peter Clarke
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re: Analyst: Only six chip firms to expand capex in 2012
Peter Clarke   7/19/2012 11:17:47 AM
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@goafrit The majority of the spending will be in the "home" country of each of the companies. SO Intel mainly in the US some in Europe at Leixlip; Samsung and Hynix mainly in South Korea, TSMC and UMC mainly in Taiwan and so on. So U.S. and Asia but more Asia than U.S. and not very much Europe at all.

goafrit
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re: Analyst: Only six chip firms to expand capex in 2012
goafrit   7/19/2012 12:34:37 AM
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Any idea where these investments are going to take place? U.S or Asia?

mcgrathdylan
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re: Analyst: Only six chip firms to expand capex in 2012
mcgrathdylan   7/18/2012 11:51:55 PM
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@MP- I'll let Peter offer his own answer when it's morning time in London, but I personally am not aware of any major chip makers lowering capex for 2012. Intel said earlier this week that it would trim it's R&D and SG&A spending estimate for the year slightly, but it kept its capex estimate intact.

docdivakar
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Manager
re: Analyst: Only six chip firms to expand capex in 2012
docdivakar   7/18/2012 9:13:14 PM
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@Peter Clarke, is it safe it assume the remaining are on par for CapEx spending in 2012? What about companies that have announced decrease in CapEx for 2012? Overall, it is sad to see fewer chairs at the table! MP Divakar



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