Samsung Electronics and TSMC will see their combined capex account for as high as 43% of the worldwide semiconductor industry capital spending this year, according to IC Insights' forecast.

Asian chipmakers, from Taiwan foundry maker TSMC to South Korean memory chip heavyweights Samsung Electronics and SK hynix , are eyeing record investments and big acquisitions as they vie for a ...

TSMC's overall capacity is 2.3 times greater than Samsung, and it holds a 2.5 times advantage in revenue. At the 7nm node, TSMC's capacity is 3.5 times greater and 4 times greater at the 5nm node ...

Samsung's capex is for foundry only and does not include DRAM or NAND capex. The Information Network In 2021, TSMC was the biggest spender, with capex at $17.1 billion, an increase of 75.4% from ...

However, the Samsung Foundry unit is cutting its CapEx by more than half in 2024, allocating ₩5 trillion ($3.5 billion) compared to ₩10 trillion ($7 billion) last year, according to the report.

International foundry players including TSMC, SMIC, and GlobalFoundries (GF) are expected to either maintain or increase their capital expenditure in 2025, focusing on expanding capacity and ...

TSMC looks to commercialize 3-nm chips by the end of 2022 as it expects its 2022 Capex to rise by 46% to $44 billion. It has set up one production site each in the Taiwanese cities of Hsinchu and ...

Samsung's apparent confidence indicates it intends to use a sharp and sudden downturn in worldwide tech demand to consolidate its dominance in memory chips and catch up with bigger rival TSMC ...

More importantly, analysts expect the higher end of TSMC's capex to hit $37 billion in 2025. On the other hand, The Wall Street Journal recently reported that TSMC and Samsung are considering a ...

Samsung held just about a 7.7% share of the foundry market over 2017, compared to TSMC which leads the market with a 56% share. Samsung is looking to boost its market share to 25% by 2022.

TSMC is currently budgeting capex of $28 billion to $32 billion for the full year and expects its revenue to grow at least 20%, reversing 2023’s slight decline. The consensus analyst estimate is ...

TSMC's capex is expected to jump in 2025, a trend that could continue thanks to the secular growth of the semiconductor market. A bump in spending by TSMC and other foundries is going to give ASML ...