Samsung's rivals have different plans By contrast, TSMC last week stated it would increase its CapEx spending from $29.76 billion in 2024 to $38 billion – $42 billion in 2025.

The company initially planned to make four-nanometer chips in Taylor. According to Nikkei Asia, executives later decided that ...

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 plans to maintain its leadership in capacity and revenue over Samsung and Intel in capex spend, which totaled the combined spend of these competitors.

Samsung does not publish specific details of its supply plans. In the contract chip business, where Samsung is a distant No.2 behind TSMC, it expected record sales and operating profit this year.

Samsung Foundry is now staking its survival on its 2nm process, setting a goal to secure large customers by raising 2nm ...

So, there is a good chance that the spending on semiconductor manufacturing equipment could lead to higher capex by the likes of TSMC and Samsung.

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.

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.

TSMC said it would cut its Capex for 2022 to around $36 billion in the wake of delay in procuring tools and other semiconductor equipments.

Lam Research just triggered a Golden Cross, signaling bullish momentum after a volatile year. As memory demand returns, LRCX may benefit from rising orders from TSMC, Samsung, and Micron. From ...

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 ...