Global semiconductor capital expenditures are projected to reach $165 billion this fiscal year, up 8.5 percent from previous guidance. The revision follows expanded commitments from leading foundries to build out 2nm-class capacity.
Foundry Competition Intensifies
Leading fabrication facilities in Taiwan, South Korea, and the United States are accelerating equipment purchases to secure extreme ultraviolet (EUV) lithography systems. Supply chain lead times for specialized manufacturing tools remain elevated at 14 months.