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SI predicts 2024 growth of 18%

The  semiconductor market grew 8.4% in 4Q 2023 from 3Q 2023, according to WSTS. The 8.4% gain was the highest quarter-to-quarter growth since 9.1% in 2Q ....

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On the way up? Or down?

None of the market researchers expect 2005 to be a particularly tough year for equipment and materials suppliers ....

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Semiconductor Industry CapEx Set for Steepest Decline Since 2008: Forecast

The semiconductor industry CapEx will drop in 2023 but will still exceed the 2020 level. ....

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Intel to funnel €17bn into chip mega-factory in Germany

Intel to funnel €17bn into chip mega-factory in Germany
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Foundry Wars Begin


Foundry Wars Begin
Intel’s re-entry has kicked the competition into high gear, with massive spending on equipment and new fabs.
Leading-edge foundry vendors are gearing up for a new, high-stakes spending and technology race, setting the stage for a possible shakeup across the semiconductor manufacturing landscape.
In March, Intel re-entered the foundry business, positioning itself against Samsung and TSMC at the leading edge, and against a multitude of foundries working at older nodes. Intel announced plans to build two new fabs with a capital spending budget set at $20 billion in 2021.
Earlier this month, TSMC responded by raising the ante, increasing its capital spending budget to $30 billion, up from $28 billion in its previous forecast. In total, TSMC plans to spend $100 billion over the next three years. TSMC, Samsung and others also are building new fabs. These announcements are reminiscent of events more than a decade ago, when foundries were involved in a ....

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