Semiconductor capex spending race escalates

November 07, 2019 //By Peter Clarke
Semiconductor capex spending race escalates
Leading chip manufacturers Samsung and TSMC are expected to set all-time highs in semiconductor capital expenditure 4Q19 and the top five chip manufacturers are likely to take a record share of global spending in 2019.

The top five chip companies are Samsung, Intel, TSMC, SK Hynix and Micron and they are expected to be responsible for 68 percent of all semiconductor capex, according to market analysis firm IC Insights.

Figure 1: Top five semiconductor capital expenditure as percentage of total. Source: IC Insights.

This is part of a long-term trend that has continued from the 1990s.

As can be seen in figure 2, TSMC has been tracking Samsung's capex through the year and according to 3Q19 conference calls the companies now plan to expand their capex to record-high levels in 4Q19.

Next: Figure 2


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