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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST

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To: Donald Wennerstrom who wrote (50906)1/21/2011 5:21:43 PM
From: FJB2 Recommendations  Read Replies (1) of 95487
 
This would be six if you count SanShiba.

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Five IC makers join $3B 'capex club'

eetimes.com
Mark LaPedus

1/21/2011 9:46 AM EST

SUNNYVALE, Calif. - Semiconductor capital spending is expected to hit $59.070 billion in 2011, up 15 percent over 2010, according to IC Insights Inc.

The forecasted 2011 top 25 semiconductor capital spenders are shown below. ''There are five companies that are expected to spend at least $3.0 billion in 2011, the same number as in 2010 and three more than in 2009,'' according to IC Insights.

The members of the $3 billion ''capex club'' are Samsung, Intel, TSMC, Globalfoundries and Hynix,'' according to the firm.

"Five of the top 10 increases are expected to come from major DRAM and flash memory suppliers. However, the top increase in 2011 is forecast to come from Intel, a massive $3.8 billion surge,'' according to the firm.


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