Electronic component search engine Ajit Manocha, president and CEO of SEMI, said that North American semiconductor equipment manufacturers' shipments have fallen for two consecutive months. However, compared with the same period last year, the recession has shown signs of slowing down. In addition, he said that the recent increase in capital expenditures for advanced logic processes is expected to become a growth momentum for short-term equipment shipments.
Wafer foundry TSMC announced last week at the earnings conference that in response to strong 5G, AI trends and strong customer demand, capital expenditures this year will be raised to 14-15 billion yuan, an increase of 4 billion US dollars compared with the previous forecast, of which TSMC said, 25 100 million yuan is allocated in the 5 nanometer process, and 1.5 billion yuan is allocated to the 7 nanometer process.
Zeng Ruiqi, director of industrial analysis, pointed out that Taiwan’s investment is the world’s largest equipment investment market so far this year, and Taiwan’s investment in the semiconductor industry has expanded to become the world’s number one in the world next year.
South Asia Branch of DRAM Factory expects that this year's capital expenditure will maintain a conservative strategy, which will fall to a low level of NT$7 billion. As for next year's capital expenditure, it will be announced again at the next financial report. Micron announced that it will add more than 66 billion Taiwan dollars worth of foreign currency to Taiwan. The market believes that this shows that Micron is on the rise of 5G and AI, and it will drive a positive attitude towards the storage market in the second half of next year.
