A monthly newsletter that focuses on trends in capital spending, fab building & capacity, with special emphasis on regional trends, foundries & DRAMs
Who's the global big-dog municipality when it comes to 300mm capacity?
By the end of this year, the semiconductor industry will have started construction on almost 350 new fabs since the beginning of 1995
Except for the largest of the large, the sum required to build and equip a state of the art DRAM or flash fab is becoming too large for a single company to go it alone
Many of China's chipmakers are laying out investment plans to upgrade their facilities and capabilities over the next year or so -- some with more ambitious plans than others -- but most of the progress will rely heavily on timely financial support from g
