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chipguy

03/26/14 10:15 AM

#131713 RE: mas #131709

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.