The increase in 2025 is primarily driven by two companies. TSMC, with plans to increase capex 34% y-o-y to between $38 ...

Jefferies upgraded Applied Materials (NASDAQ:AMAT) to Buy and downgraded KLA Corp to Hold amid shifting trends in semiconductor spending and evolving dynamics in China. The firm raised its 2025 wafer ...

“We raise our WFE estimate for 2025 as better DRAM and TSMC capex help offset a weakening China outlook and leading edge capex cuts from Intel and Samsung,” Jefferies noted. Jefferies upgraded ...

as investors have yet to price in the growth optionalities from Intel and Samsung, even though TSMC’s recent $100B CapEx investments should have been enough to drive renewed vigor in ASML.

Whether you’re considering established giants like TSMC and Nvidia or emerging players ... Examples include Intel, Samsung, and Texas Instruments. IDMs typically have higher capital requirements ...

The ‘Magnificent 7’ companies have been leading capex spenders on Gen AI ... Unlike integrated device manufacturers (IDMs) like Intel or Samsung, Taiwan Semiconductor Manufacturing Company ...