Is there too much capex?

  Semiconductor makers are planning strong capex growth in 2022, says Semiconductor Intelligence (SI). According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC Insights is ...

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