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Semiconductor Capital Expenditure 2022: Pureplay Foundries: TSMC: 40-44B UMC: 3.0B GFS: 4.5B SMIC: 5.0B Memory Foundries: Micron: 11-12B SK Hynix: >11.12B Integrated Device Manufacturers: Intel: 25-28B Texas Instruments: 3.5B STMicro: 3.4-3.6B Infineon: 2.4BPermalink On twitter.com
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Microchip: 390-400M Renesas: 350M (Q1 Only) ON: 150-170M (Q1 Only) I couldn't find numbers for Samsung, NXP, Skyworks, Qorvo, Silergy and concrete numbers for SK Hynix. Tower Semi hasn't had its earnings released yet.On twitter.com
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