Friday, January 28, 2011

Samsung, TSMC CapEx for 2011

1) Samsung 2010 Semiconductor spending was $11.4B.  For 2011 expected to spend $9.2 in Semiconductor and $5.2B in Memory, $3.77B in System LSI.  Global demand for DRAM is falling but NAND chip demand is increasing.

http://www.eetimes.com/electronics-news/4212645/Samsung-s-IC-sales-jump--raises-capex-

2) TSMC Expects to spend $7.8 B in 2011, up from the original estimate of $6B.  This is supposed to be in response to Global Foundries increasing their Capex.
http://www.eetimes.com/electronics-news/4212612/TSMC-ups-capex--outlook-mixed

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