Samsung Electronics has emerged as the leading investor in semiconductor capital expenditures (CAPEX) globally over the past ten years.
Andrea Lati, a researcher at TechInsights, announced during a press briefing at SEMICON Korea 2024 on Jan. 31 that “the semiconductor market will exhibit a robust growth rate this year, gaining positive momentum.”
Upon examining different semiconductor types, it is anticipated that memory, including DRAM and NAND Flash, will see the most significant recovery, with growth rates of 50% and 32%, respectively. Additionally, logic and automotive semiconductors are expected to show double-digit growth rates of 14% and 10%, respectively.
There’s an increasing trend in CAPEX as well. After a 9% decrease last year compared to the previous year, it is expected to increase by 2% this year, turning positive. Global CAPEX has risen as various countries have entered the semiconductor production arena. Memory CAPEX is expected to increase by 15%.
Lati noted, “Last year, Samsung Electronics was the top spender in CAPEX, and it appears they will retain the top spot this year as well. Looking at the past decade, Samsung Electronics has consistently been the most significant investor in CAPEX.”