Thanks to SEMI for this one - a sharply upwards revised version of its expectations for fab spending this year. Here they are: the top ten spenders on fab in 2010.
Samsung 15.3
TSMC 5.9
Intel 3.6
Glofo 2.7
Toshiba/SanDisk) 2.1
Hynix 2.1
UMC 1.8
Inotera 1.5
Elpida 1.0
Nanya 0.9
TSMC is up to $5.9B
http://danielnenni.com/2010/08/01/tsmc-gigafab-tour/
D.A.N.
Thanks Daniel. I've changed it.
What explains the enormous difference between Samsung and the others?
Asian chutzpah, Djonne. For 25 years, Samsung has nurtured the ambition to be the world's No.1 chip-maker. In Q2 2010, according to IC Insights, Samsung's revenues were $1.8 billion behind Intel's, but Samsung grew 14% in the quarter while Intel grew 4%. So the Seoul guys feel they've got Intel in their sights, and have made so much money in the memory boom this year they can persuade themselves that $15 billion capex is a reasonable amount. Look out though - the second part of their ambition - announced in 1984 - was that, having attained the No.1 spot in semis, they would hold it for 100 years!
UMC just raised Capex to $1.8B:
http://tinyurl.com/2dp7j35
UMC Fabs are at full capacity.
D.A.N.
"Revenue this quarter exceeded expectations, due to UMC's accelerated ramp-up of advanced process capacity and optimization of product mix."
"optimization of product mix" - anyone with an oddball process requirement got dumped ????
Anyway this will all end in tears. Although some of this will come online relatively quickly, quite a bit of this investment will come on-stream just in time for, and indeed drive, the next slump.
Good list . . . of the top nine spenders. What happened to No. 10?
Apologies to you and Nanya, JohnM, the delinquency has now been repaired