Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Chart 14 · Industry comparison

TSMC spent 33.4% of revenue on capex in FY2025, the highest of 7 chipmakers

Latest fiscal year of each company

Capital expenditure, % of revenue, latest fiscal yearTSMC: 33.4% · FY2025 (Calculated)TSMC33.4%FY2025SK hynix: 28.3% · FY2025 (Calculated)SK hynix28.3%FY2025Intel: 27.7% · FY2025 (Calculated)Intel27.7%FY2025Texas Instruments: 25.7% · FY2025 (Calculated)Texas Instruments25.7%FY2025Micron: 23.1% · FY2026 (Calculated)Micron23.1%FY2026Samsung: 14.2% · FY2025 (Calculated)Samsung14.2%FY2025GlobalFoundries: 10.6% · FY2025 (Calculated)GlobalFoundries10.6%FY2025Source: company filings (10-K, 20-F, annual reports) · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/data/charts/capex-intensity
  • Calculated capex intensity = purchases of property, plant and equipment ÷ revenue, same fiscal year and currency.
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TSMC invested 33.4% of its revenue in plant and equipment in FY2025.

SK hynix 28.3%, Intel 27.7%, Texas Instruments 25.7%, Micron 23.1%, Samsung 14.2% and GlobalFoundries 10.6%.

Samsung’s ratio is group-wide (all businesses), so it understates spending relative to its chip business alone.

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