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Industry Expert Blogs
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Capex DisconnectSemico Blog - Michell PruntyMar. 07, 2012 |
Most semiconductor companies have completed their 4th quarter 2011 earnings calls and announced their capital expenditure budgets for 2012. Current capex plans indicate a weaker spending year for the industry compared to 2011. Based on current announced plans, capex spending would fall 4.5% to $59.8 billion in 2012. Semico believes some companies may be miscalculating the market.
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