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Re: Unkwn post# 140392

Sunday, 04/19/2015 8:32:18 PM

Sunday, April 19, 2015 8:32:18 PM

Post# of 151791

My argument was just that there seems to be some cooling in the semiconductor business in general, not just Intel, since TSMC lowered its CAPEX as well. Stay with the facts please!


Correction: As I originally noted, TSMC reduced how much they'd be increasing their capex in 2015.

2014 capex was $9.5B, their current forecast for 2015 capex is $11B-$11.5B. (In Jan/2015 their forecast was for $12B-$12.5B.)

Just staying with the facts...

fpg
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