US DATA: SEMI World Fab Database shows increasing capital
expenditure and growing installed semiconductor manufacturing capacity
in 2011. Fab construction spending, however, decelerates this year and
in 2012. 2011 is expected to be a record year for fab equipment
spending. Since February, some companies have increased capex guidance
and, as a result, fab equipment spending should reach an all-time high
of about $44 billion. The spending pace is expected to decline 6% to $41
billion in 2012, yet will remain the second highest annual level.