CapEx Up for Foundry, Memory

Semiconductor Intelligence reports that the semiconductor industry's capital spending (CapEx) reached $166 billion in 2025, a 7% increase from 2024. Projections suggest that CapEx for 2026 will rise to $200 billion, marking a 20% increase from 2025. TSMC led in CapEx spending in 2024 with $40.9 billion, representing a quarter of the total expenditure. TSMC anticipates its 2026 CapEx to fall between $52 billion.