Breaking News
Comments
Newest First | Oldest First | Threaded View
GREAT-Terry
User Rank
CEO
re: Analyst: Only six chip firms to expand capex in 2012
GREAT-Terry   7/19/2012 2:54:55 PM
NO RATINGS
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
User Rank
Blogger
re: Analyst: Only six chip firms to expand capex in 2012
Peter Clarke   7/19/2012 11:22:03 AM
NO RATINGS
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
User Rank
Blogger
re: Analyst: Only six chip firms to expand capex in 2012
Peter Clarke   7/19/2012 11:17:47 AM
NO RATINGS
@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
User Rank
Manager
re: Analyst: Only six chip firms to expand capex in 2012
goafrit   7/19/2012 12:34:37 AM
NO RATINGS
Any idea where these investments are going to take place? U.S or Asia?

mcgrathdylan
User Rank
Blogger
re: Analyst: Only six chip firms to expand capex in 2012
mcgrathdylan   7/18/2012 11:51:55 PM
NO RATINGS
@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
User Rank
Manager
re: Analyst: Only six chip firms to expand capex in 2012
docdivakar   7/18/2012 9:13:14 PM
NO RATINGS
@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



Most Recent Comments
HitheshM500
 
NIRANKUSH456
 
NIRANKUSH456
 
David Ashton
 
Rich Krajewski
 
sranje
 
MeasurementBlues
 
MeasurementBlues
 
Sanjib.A
Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Rishabh N. Mahajani, High School Senior and Future Engineer

Future Engineers: Don’t 'Trip Up' on Your College Road Trip
Rishabh N. Mahajani, High School Senior and Future Engineer
3 comments
A future engineer shares his impressions of a recent tour of top schools and offers advice on making the most of the time-honored tradition of the college road trip.

Max Maxfield

Juggling a Cornucopia of Projects
Max Maxfield
7 comments
I feel like I'm juggling a lot of hobby projects at the moment. The problem is that I can't juggle. Actually, that's not strictly true -- I can juggle ten fine china dinner plates, but ...

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
37 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...

Karen Field

July Cartoon Caption Contest: Let's Talk Some Trash
Karen Field
140 comments
Steve Jobs allegedly got his start by dumpster diving with the Computer Club at Homestead High in the early 1970s.

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)