2022年8月24日 星期三

Three years of double digit capex increases

Semiconductor capex is on pace To rise 21%  to a fecord $185.5 billion this year, says IC Insights, which will mean that 2020-2022 will be the first 3-year period of double-digit capex growth since 1993-1995. Figure 1 Wafer fab utilization rates at many integrated device manufacturers (IDMs) remained well above 90% through the first half of this ...

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