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Friday, April 25, 2008

Same old song at Samsung

Samsung didn't cut their capex. They're still going to spend Eight Billion Dollars on semiconductor capital equipment this year. The nice thing about them being in so many businesses is they can subsidize the lower chip margins via success in other areas and keep putting the pressure on their ailing competitors with the sheer magnitude of their capacity. Hopefully they drive some guys out of business like this. Hopefully it won't be Micron.

Analysts aren't surprised. Samsung's capital spending commitment is widely understood.

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