Thanks to IC Insights for this one – the expected ten highest capex spenders in the IC industry in 2010. Interesting to see that Samsung is expected to overtake Intel this year – the first time for many years that Intel has not been the No.1 capex spender. And it’s interesting to see that the top ten capex spenders account for a collective capex spend of $26 billion, representing 66% of the capex of the entire semiconductor industry. So here they are: the ten companies expected to be the top capex spenders of 2010:
$bn % increase on 09
Samsung 5.0 42
Intel 4.9 9
TSMC 4.8 79
Toshiba 2.0 105
AMD/Globalfoundries 1.9 308
Hynix 1.8 115
Micron 1.7 114
Nanya 1.4 121
UMC 1.3 145
Elpida 1.0 87