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Semi CapEx to Hit $152 Billion in 2021 as Market on Track for $2 Trillion by 2035

Anand Tech

Contract fabs like TSMC, Samsung Foundry, and GlobalFoundries will lead the whole industry in terms of CapEx spending, as they will pour in $53 billion in new fabs and equipment (35% of all semiconductor capital spending in 2021). By contrast, SMIC had to cut down its 2021 CapEx to $4.3

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2023 Interposers: TSMC Hints at 3400mm2 + 12x HBM in one Package

Anand Tech

A solution to the need for extreme bandwidth requirements in the industry has been the shifts towards large designs integrated into silicon interposers, directly connected to high-bandwidth-memory (HBM) stacks. to 2x to even projected 3x reticle sizes with up to 8 HBM stacks for 2021 products. Related Reading.

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