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Re: mas post# 131709

Wednesday, 03/26/2014 10:15:30 AM

Wednesday, March 26, 2014 10:15:30 AM

Post# of 151689
Over this three-year period, Samsung is forecast to spend US$35.3 billion, with about 60% of this amount targeting memory production. Intel is forecast to be second to Samsung in total outlays over this same time with US$32.6 billion in dedicated to capital expenditures.

Important part highlighted for the Intel-is-doomed crowd. Most of
Samsung's semi R&D and capex goes to keeping up in DRAM
and flash. The rest is generic digital to drive a foundry business.

OTOH Intel semi spending is for high performance digital within
an integrated/synergistic product/methdology design flow.


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