IC Insights的最新調(diào)查顯示，35家主要的半導(dǎo)體供應(yīng)商中只有6家（僅不到2成）公司2012年的資本支出會(huì)明顯高于2011年。這6家主要半導(dǎo)體供應(yīng)商是英特爾，三星，海力士，臺(tái)積電，聯(lián)電和羅姆。 英特爾的2012年資本支出增加額最高，為16億美元；但是，其整體資本支出卻并沒有三星多。 雖然預(yù)計(jì)只有6家公司2012年的資本支出會(huì)同比增長(zhǎng)，但是，對(duì)今年的整體半導(dǎo)體資本支出的預(yù)測(cè)值從原先的607億美元提高到633億美元。更新后的預(yù)測(cè)指出2012年半導(dǎo)體資本支出同比2011年將僅下跌3%，此前的預(yù)測(cè)是同比跌幅將達(dá)到8%。 這6家計(jì)劃今年資本支出將同比增長(zhǎng)的半導(dǎo)體公司的整體增加額為52億美元。相比之下，其余半導(dǎo)體公司的整體資本支出同比減少額為75億美元。 需要注意的是，有部分主要外包封裝和測(cè)試（OSAT）公司計(jì)劃今年的資本支出有個(gè)顯著地增長(zhǎng)。Amkor 的資本支出由2011年的4.93億美元增加到2012年的5.5億美元，矽品（SPIL）由3.76億美元增加到5.85億美元，STATS ChipPAC由3.04億美元增加到4.00億美元。IC Insights 認(rèn)為，資本支出增長(zhǎng)的計(jì)劃說明這些主要的外包封裝和測(cè)試廠家看好半導(dǎo)體產(chǎn)業(yè)將于年內(nèi)反彈。 本文下一頁：參考英文原文：Semiconductor Capital Spending Trend Update 編譯：Mayze Ye

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{pagination} Semiconductor Capital Spending Trend Update Only six major players expected to spend more on capex in 2012 than in 2011. IC Insights’ latest survey and ranking of the major semiconductor capital spenders shows that only six of the 35 major semiconductor suppliers—Intel, Samsung, Hynix, TSMC, UMC, and Rohm—with significant capital expenditure budgets are expected to spend more in 2012 than they did in 2011 (see Figure). With an increase of $1.7 billion, Intel is expected to post the biggest dollar increase in capex spending for 2012, though it is likely to trail Samsung in overall capex spending for the year. Though only six companies are expected to increase their capital spending this year, the total semiconductor capital spending forecast figure for 2012 was raised to $63.3 billion from $60.7 billion and total 2012 semiconductor industry capital expenditures are now forecast to decline only 3% this year as compared to the previous expectations of an 8% decline. The six major companies that plan to increase semiconductor capital spending this year are expected to collectively spend about $5.2 billion more in 2012 than in 2011. In contrast, the total of the remaining capital spending outlays are forecast to decline by about $7.5 billion this year. It should be noted that a few of the major OSAT (Outsourced Semiconductor Assembly and Test) companies also plan to significantly increase their capital spending this year, including Amkor (from $493 million in 2011 to $550 million this year), SPIL (from $376 million in 2011 to $585 million this year), and STATS ChipPAC (from $304 million in 2011 to $400 million this year). IC Insights believes that these increased spending budgets by some of the major OSAT companies indicates their belief that semiconductor unit volume shipments will be on the rebound this year.