Redfire75369’s avatarRedfire75369’s Twitter Archive—№ 3,468

  1. It's finally time for the big capital expenditure spreadsheet update! I've added 29 more companies' annual capex and the quarterly capex of 49 companies. There's also a few new fabs added to the list of planned constructions. redfire75369.github.io/silicon/spreadsheets/capital-expenditure/
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    1. …in reply to @Redfire75369
      If you noticed the recent-ish article by @dylan522p on semiconductor capital equipment firms, my spreadsheet was there. It's a good read, you should check it out when you can. semianalysis.substack.com/p/can-you-trust-semiconductor-capital
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      1. …in reply to @Redfire75369
        Some of you might notice a discrepancy between my annual capex numbers and those reported by TSMC and UMC. I'm taking the quarterly capex in NT$/others and converting it with the average closing exchange rate within the quarter, using WSJ data. (wsj.com/market-data/quotes/fx/USDTWD/historical-prices)
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