Intel Corp (INTC)

[Unkwn]

Samsung projected fab equipment spending:

Semiconductor association SEMI expects fab equipment spending to increase 37% this year to $55B.

SEMI expects Samsung (OTC:SSNLF, OTC:SSNNF) to spend $16B to $17B for front-end equipment, more than doubling its 2016 spending.

Market segment spending forecasts: memory, $30B; foundry, $17.8B; MPU, $3B; logic, $1.8B; discrete with power and LED, $1.8B.

Who thinks Intel will be able to keep up with this? Better thinking about shutting down its fabs and produce elsewhere. Intel completely missed the train in the foundry business. By the way: Altera Stratix 10 still not available. That was supposed to be a 2014 design, wasn't it? A three years delay in the highly competitive foundry business - ridiculous.