2012 capex up on stronger 28nm demand

摘要

2012 capex up on stronger 28nm demand Semiconductor foundries are already considering raising their 2012 capital expenditure budgets, says Terence Whalen, Semiconductor Equipment analyst for North America at Citi. The wafer foundry ramp up shows no signs of ending, with TSMC and Samsung likely to raise capex in 2012 to accommodate 28nm demand. Coupled with improving gross domestic product (GDP) and Purchasing Managers Index (PMI) that could increase overall IC demand in 2H, wafer fab equipment orders could grow 5-10% in 2012.