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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 239.51

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Nov 7 9:30 AM EST

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From: Sam	12/11/2020 1:17:41 AM
	of 4824

Chip Scaling, China Spending Fuel Fab Capex Surge By George Leopold 12.10.2020 The transition to 7- and 5-nm process nodes and the ramping of Chinese memory production drove 2020 capital spending, with foundry capex accounting for 34 percent of total semiconductor infrastructure investments during the previous 12 months. Semiconductor Manufacturing International Corp. (SMIC) of China accounted for the lion’s share of infrastructure spending followed by foundry leader Taiwan Semiconductor Manufacturing Co. (TSMC), according to IC Insights. The chip market tracker reported this week that foundry capital spending jumped a hefty 38 percent year-on-year, totaling $36.3 billion. Just two short years ago, foundry capex was in steep decline, plummeting 16 percent on an annual basis. continues at eetimes.com

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