The Capex Race Rages On

Andrea Lati
Andrea Lati
The Chip Insider®
  • Order activity for semiconductor equipment continued to heat up with no signs of slowing down any time soon
  • Temperatures hit a fresh new high of 115 degrees last week as chipmakers continued to announce big spending numbers
  • Intel announced plans for an initial spend of >$20 billion in the construction of two new leading-edge fabs in New Albany, Ohio
  • There are over $120B in new fab investments activities for the next couple of years
  • Most of these investment plans are in the Advanced Logic and Foundry segments where spending has nearly tripled since 2018
  • VLSI's Chip Price Performance eked out a slight gain
    • DRAM rose
    • NAND flat
    • MPUs flat
  • Utilization rates remain high across the board

The Capex Race Rages On

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