Capital Expenditures in the chip industry – refers to the massive investments companies make in fab construction, equipment, and technology development. Leading-edge fabs cost $10-20B+, so tracking CapEx gives insight into capacity expansion. For instance, TSMC, Samsung, and Intel announce yearly CapEx budgets to build new facilities at advanced nodes. Government incentives (Chips Act, etc.) often aim to subsidize a portion of these CapEx outlays for strategic new fabs.
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Datacentre capex increased 57% in 2025 as AI deployments, complemented by general infrastructure investments, accelerated, says Dell’Oro, which expects hyperscalers and AI model developers to sustain strong capex momentum in ... The post 2025 datacentre capex up 57% appeared first on Electronics Weekly.
Sansung plans to invest $73 billion this year to keep up with TSMC in the chip business. TSMC expects to spend $52-56 billion on capex and $7 billion on R&D ... The post Samsung to spend $73bn on chip capex and R&D appeared first on Electronics Weekly.
Semiconductor Intelligence estimates total semiconductor industry capital spending (CapEx) was $166 billion in 2025, up 7% from 2024. We estimate 2026 CapEx will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2024 with $40.9 billion in CapEx, 25% of the total. TSMC projects 2026 CapEx...
Semiconductor industry capex was $166 billion in 2025, up 7% YoY, says Semiconductor Intelligence (SI). SI estimates 2026 capex will be $200 billion, up 20% from 2025. TSMC was the ... The post 2026 semiconductor capex to increase 20% YoY appeared first on Electronics Weekly.