2021年10月29日 星期五

How much capex is too much?

CapEx is on track for strong growth in 2021, says Semiconductor Intelligence. For many companies the increase should continue into 2022. TSMC expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years, primarily for CapEx. Our ...

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