Foundry & IDM Capital Expenditures 2Q2022

Foundry & IDM Capital Expenditures 2Q2022 Shereen Vaux 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
23Jun

It's cooling off but orders are still humming along

It's cooling off but orders are still humming along Andrea Lati Order activity for semiconductor equipment fell nearly three points in the third week of June, slipping below the 100-degree mark for the first time this year The recent declines are bringing the order activity down to earth; however
21Jun