SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam Citron who wrote (59020)1/17/2002 10:22:35 PM
From: Katherine Derbyshire  Read Replies (2) of 70976
 
Sorry, I'm using "capex" and "equipment sales"
interchangeably. The 11% figure does not include building
and land, so the Intel numbers should be reduced.

As far as industry-wide ratios go, I didn't think the
fabless folks had *any* capex.... Here are the numbers I'm
looking at:

Equipment Share Semiconductors
1995 16.131306 11.2% 144.404
1996 18.297939 13.9% 131.966
1997 18.474237 13.5% 137.203
1998 13.890335 11.1% 125.612
1999 16.810153 11.3% 149.379
2000 32.210073 15.8% 204.4

(All numbers are in billions of US$. Equipment numbers are
from SEMI, semiconductor numbers are from WSTS.)

Katherine
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News