Semiconductor capital spending is on the rise and market leaders continue to make the lion's share of investment, the soon-to-be-released March Update to the 2014 McClean Report reported.
In fact, Samsung, Intel, and TSMC together will account for more than half of total semiconductor industry capex this year, IC Insights reported. Samsung and Intel lead the pack with $11 billion in spending each this year. Over the next three years, will spend $35.3 billion, with about 60% of the total targeting memory production, IC Insights forecasts.? By comparison, Intel is forecast to lay out $32.6 billion.
Meanwhile, Taiwan Semiconductor Manufacturing Co. (TSMC) is slated to invest slightly less at $10 billion. Last year, these three companies took a slightly higher 55.5% share of total spending, compared to $51.8% this year.
Among the rest of the top 10 spenders, the majority will spend at least $3.0 billion in 2014 while nine other suppliers are expected to invest $1 billion.? Overall, the top 10 spenders are expected to boost overall spending in 2014 over 2013, despite flatline spending in the previous year.
