Silicon AnalyticaChart 27 · This quarter's big themes
TSMC led the capex race in 2025 with ≈$39.4B; the 5 chipmakers spent ≈$126.0B
Fiscal 2022–2025
- Calculated ≈US$: TWD and KRW capex at one approximate monthly rate per currency (Federal Reserve G.5, Oct 2026) for every year, so the lines show spending changes, not exchange-rate moves.
- Calculated Fiscal years are grouped by the calendar year in which most of their months fall (Micron’s fiscal year ends around 1 September).
View sources (11)
- Micron Form 10-K · XBRL us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; consolidated statements · FY2024, FY2025 · published 9 Oct 2026
- TSMC Form 20-F · XBRL ifrs-full:PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities; consolidated statements · FY2023, FY2024, FY2025 · published 16 Apr 2026
- SK hynix audited consolidated financial statements, 31 Dec 2025 and 2024 (report dated 4 Mar 2026) · Consolidated statements of cash flows: acquisition of property, plant and equipment (KRW million) · FY2024, FY2025 · published 4 Mar 2026
- Samsung Electronics Consolidated Financial Statements December 31, 2025 and 2024 (audited) · Consolidated statements of cash flows, Acquisition of property, plant and equipment (prior-year column) (+1 more) · FY2024, FY2025 · published 12 Feb 2026
- Intel Form 10-K · XBRL us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; consolidated statements · FY2023, FY2024, FY2025 · published 23 Jan 2026
- Micron Form 10-K · XBRL us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; consolidated statements · FY2023 · published 3 Oct 2025
- TSMC Form 20-F · XBRL ifrs-full:PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities; consolidated statements · FY2022 · published 17 Apr 2025
- Samsung Electronics Consolidated Financial Statements December 31, 2024 and 2023 (audited) · Consolidated statements of cash flows, Acquisition of property, plant and equipment (prior-year column) · FY2023 · published 18 Feb 2025
- Intel Form 10-K · XBRL us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; consolidated statements · FY2022 · published 31 Jan 2025
- Micron Form 10-K · XBRL us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; consolidated statements · FY2022 · published 4 Oct 2024
- Samsung Electronics Consolidated Financial Statements December 31, 2023 and 2022 (audited) · Consolidated statements of cash flows, Acquisition of property, plant and equipment (prior-year column) · FY2022 · published 19 Feb 2024
TSMC: NT$1,272.4B (≈$39.4B) in FY2025.
Samsung: ₩47.5T (≈$35.5B) in FY2025.
SK hynix: ₩27.5T (≈$20.6B) in FY2025.
Samsung’s capex covers the whole group (memory, foundry and displays), not only chips.
SK hynix: no stored capex for 2022 and 2023.
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