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Samsung likely to pass Intel in 2006 capex outlay |
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Oct 19, 2006 at 11:39 AM |
Just as I was getting ready to post something about Samsung passing Intel in its capital expenditures this year, yesterday's daily newsletter from EE Times popped into my inbox.
As editor Dylan McGrath points out in the newsletter's blogette intro as well as a brief news story, Intel says it plans to cut about a billion dollars from its capex budget--to between $5.7 and $5.9 billion--while Samsung announced it will add at least a billion to its chipmaking capex expense line to push it to $5.9 billion. If you add the nearly $2.75 billion that the Korean chaebol now wants to spend on its LCD panel business capex, that's pushing toward a humungous combined $9 billion for the two units, good news for any tool/component/materials supplier with Samsung on their customer list.
Whether this represents a tipping point in the capex stakes or a temporary aberration as perennial numero uno Intel regroups remains to be seen. But there seems to be no end in sight to Samsung's burgeoning growth and aggressive march toward multiple market domination.
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