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Anton Shilov / AnandTech:

Report: chipmakers are on track to spend $152B on new fabs and production equipment in 2021, up 34% YoY, which is the strongest YoY growth since 2017  —  Semiconductor makers have drastically increased their capital expenditures (CapEx) this year in response to unprecedented demand for chips that is going to last for years.

By hd2and

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