Foundry & IDM Capital Expenditures 2Q2022
2022 will be another record setting year for CapEx. Advanced Logic and Foundry will surpass the $100B mark in 2022 as chipmakers expand aggressively across all nodes. Discrete, Analog, & Other (DAO) segments are playing catchup with demand following years of underinvestment. Memory spending remains modest in relation to total CapEx spending. Geopolitical concerns linger and could have an adverse impact on an already constrained supply chain.