Gartner Research

Invest Implications: 'Forecast: Semiconductor Capital Spending, Worldwide, 1Q18 Update'

Published: 15 May 2018

ID: G00364632

Analyst(s): Tim Mahon


Surging memory prices are creating record profits and positive cash flows for memory producers. Led by Samsung, capital expenditure will increase nearly 5% in 2018 to exceed $95 billion. A major correction will occur in 2019, as memory pricing, profits and cash flows return to normal levels.

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Company Impact

Investment Implications

What to Watch

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