DSCC Increases Display Capex Forecasts on New Fabs in China and Rising Capital Intensity (Part 2)
In Part 1 of this article (DSCC Increases Display Capex Forecasts on New Fabs in China and Rising Capital Intensity (Part 1), I covered the developments in our equipment spending forecast by application. In this part, I’m looking by territory, by equipment type and by vendor. By country, China is expected to dominate spending from … Read more