Report: chipmakers are on track to spend $152B on new fabs and production equipment in 2021, up 34% YoY, which is the strongest YoY growth since 2017 — Semiconductor makers have drastically increased their capital expenditures (CapEx) this year in response to unprecedented demand for chips that is going to last for years.
from Techmeme https://ift.tt/30FCdic
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