2023年6月29日 星期四

Capex declining

Semiconductor capex increased 35% in 2021 and 15% in 2022,  but Semiconductor Intelligence expects a 14% capex decline in 2023. The biggest cuts will be made by the memory companies, with a 19% drop. Capex will drop 50% at SK Hynix and 42% at Micron Technology. Samsung, which only increased capex by 5% in 2022, ...

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