Redfire75369’s avatarRedfire75369’s Twitter Archive—№ 3,469

    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/
      Permalink On twitter.com Twitter logo Redfire75369’s avatar ♻️ 5 Retweets ❤️ 22 Favorites Mood +1 🙂
  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
    On twitter.com Twitter logo Redfire75369’s avatar ❤️ 6 Favorites Mood +3 🙂
    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)
      Permalink On twitter.com Twitter logo Redfire75369’s avatar ❤️ 4 Favorites Mood 0