Zeev's Turnips Patch-No Politics (ZEEV)

[gottfried]

JMKel, thanks for posting what you found. Intel had the foresight to spend >$7B in 2001 and >$5B in 2002. Turns out they were early, but if they waited till chip sales decisively rose, they would have their new fabs ready at the next cyclic chip sales peak - just in time for another downturn. I think many pundits don't get that.

Samsung plans to increase their capex spending for 2003 about $1B.

I update the rest of the charts first week of the month - after SIA reports. http://home.attbi.com/~gottfriedm/index.html

Gottfried