Combined, the big three firms account for 45 percent of total semiconductor outlays this year. Capex of all other semiconductor makers is expected to decline 16 percent in the second half of the year, resulting in an on-year increase of just 1 percent.
The boost in spending is likely to widen the technology gap between the big three chipmakers and their smaller competitors. Samsung, Intel and TSMC are so far the only semiconductor companies to have announced plans to ramp up production of geometries in the 10nm range and adopt EUV lithography in the next few years.
Source: EE Times