TSMC overtakes Intel in chip capex ranking

TSMC overtakes Intel in chip capex ranking

Market news |
By eeNews Europe

The other notable move in the top 15 ranking is the projected year-on-year doubling of capex planned by Sony for the manufacture of CMOS image sensors to take it to $2 billion and seventh position.

In 2015 the total spend across the industry is set to be $68.7 million, up 9 percent from $63.3 billion in 2014.

Total Semiconductor Capital Expenditures, 2009-2015. Source: Semico Research.

The top 15 companies account for 89 percent of the total spending. Samsung retains a top spot it held in 2014 but foundry TSMC jumps to second place overtaking Intel. At positions four and five Globalfoundries switched positions with SK Hynix as the foundry expects to increase spending 22 percent this year versus Hynix’s 5 percent increase.

Next: Top 15 ranking

The bulk of Sony’s increased capex is to expand CMOS image sensor production capacity, but some will also be spent on camera module production capacity, a relatively new market for Sony. Sony’s dollar increase is second only to Samsung’s, but this is partly due to the decline in value of the yen.

Top 15 capital expenditure spenders 2014 and 2015. Source: Semico Research.

TSMC is overtaking Intel despite its 2015 capex being reduced by $1 billion to about $10.8 billion. Globalfoundries is increasing its capex by about $1 billion almost all of which is for ramping production of 14nm FinFET process obtained from Samsung at its New York fab.

Related links and articles:

News articles:

Samsung leads chip capex ranking

Sony to raise $3.6bn to speed reinvention as component company

Tower seeks fab deal in China

Apple wants more Sony sensors

Omnivision loses ground in CMOS image sensor ranking

Sony raises image sensor capex…again


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