The Billion Dollar Capex Club
- الكاتب:Ella Cai
- الافراج عن:2017-06-01
15 companies will spend $1 billion plus on capex this year, says IC Insights up from 11 in 2016 and only 8 in 2013, says IC Insights.
New club members this year are expected to be Infineon, ST, Nanya and Renesas.
The 15 companies, which include four pure-play foundries, are forecast to represent 83% of total worldwide semiconductor industry capital spending in 2017.
This year, four companies—Intel, Samsung, GlobalFoundries, and SK Hynix— are expected to represent the bulk of the increase in spending.
Samsung is forecast to spend $3,200 million more in capital outlays this year than in 2016, Intel $2,375 million more, GlobalFoundries $865 million more, and SK Hynix an additional $812 million.
Combined, these four companies are expected to increase their spending by $7,252 million in 2017, or about 90% of the total $8,021 million net jump in total semiconductor industry capital expenditures forecast for this year.
With a 31% increase, the DRAM/SRAM segment is expected to display the largest percentage increase in capital expenditures of the major products types listed this year. With DRAM ASPs surging since the third quarter of 2016, DRAM manufacturers are once again stepping up spending for this segment.
Capital spending for flash memory in 2016 ($14.6 billion) was significantly higher than spending allocated for DRAM ($8.5 billion).
Overall, IC Insights believes that essentially all of the spending for flash memory in 2016 and 2017 was and will be dedicated to 3D NAND flash memory process technology as opposed to planar flash memory.
A big jump in NAND flash capital spending in 2017 is expected to come from Samsung as it ramps its 3D NAND production in its giant new fab in Pyeongtaek, South Korea.
New club members this year are expected to be Infineon, ST, Nanya and Renesas.
The 15 companies, which include four pure-play foundries, are forecast to represent 83% of total worldwide semiconductor industry capital spending in 2017.
This year, four companies—Intel, Samsung, GlobalFoundries, and SK Hynix— are expected to represent the bulk of the increase in spending.
Samsung is forecast to spend $3,200 million more in capital outlays this year than in 2016, Intel $2,375 million more, GlobalFoundries $865 million more, and SK Hynix an additional $812 million.
Combined, these four companies are expected to increase their spending by $7,252 million in 2017, or about 90% of the total $8,021 million net jump in total semiconductor industry capital expenditures forecast for this year.
With a 31% increase, the DRAM/SRAM segment is expected to display the largest percentage increase in capital expenditures of the major products types listed this year. With DRAM ASPs surging since the third quarter of 2016, DRAM manufacturers are once again stepping up spending for this segment.
Capital spending for flash memory in 2016 ($14.6 billion) was significantly higher than spending allocated for DRAM ($8.5 billion).
Overall, IC Insights believes that essentially all of the spending for flash memory in 2016 and 2017 was and will be dedicated to 3D NAND flash memory process technology as opposed to planar flash memory.
A big jump in NAND flash capital spending in 2017 is expected to come from Samsung as it ramps its 3D NAND production in its giant new fab in Pyeongtaek, South Korea.
