Semiconductor Capex by Company — Historical Time Series Data
Annual capital expenditure by leading semiconductor companies — TSMC, Samsung, Micron, SK Hynix, and Intel. A leading indicator of future capacity additions 12–18 months out.
Semiconductor Capex by Company
Annual capital expenditure by leading semiconductor companies — TSMC, Samsung, Micron, SK Hynix, and Intel. A leading indicator of future capacity additions 12–18 months out.
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Data Table
| Period | Series | Value |
|---|---|---|
2020 | TSMC | ••• |
2021 | Samsung | ••• |
2021 | TSMC | ••• |
2022 | Samsung | ••• |
2022 | Micron | ••• |
2022 | TSMC | ••• |
2022 | SK Hynix | ••• |
2023 | SK Hynix | 10 |
2023 | TSMC | ••• |
2023 | Micron | 7 |
2023 | Samsung | 30.5 |
2024 | Samsung | 34 |
2024 | TSMC | 30 |
2024 | Micron | 8 |
2024 | SK Hynix | 17.5 |
2025E | Micron | 14 |
2025 | TSMC | 38 |
2025E | Samsung | 40 |
2025E | SK Hynix | 22 |
2026EP | TSMC | 42 |
Methodology & Sources
Annual reports, quarterly earnings releases, and investor day presentations. Capex = PP&E additions as reported. Includes fab construction, equipment, and technology upgrades. All figures in USD billions.
Citations:
- TSMC 2020 Annual Report (Feb 2021)
- Samsung 2021 Annual Report (Feb 2022)
- TSMC 2021 Annual Report (Feb 2022)
- Samsung 2022 Annual Report (Feb 2023)
- Micron FY2022 Annual Report (Oct 2022)
- TSMC 2022 Annual Report (Feb 2023)
- SK Hynix 2022 Annual Report (Feb 2023)
- SK Hynix 2023 Annual Report (Feb 2024)
- TSMC 2023 Annual Report (Feb 2024)
- Micron FY2023 Annual Report (Oct 2023)
- Samsung 2023 Annual Report (Feb 2024)
- Samsung 2024 Annual Report (Jan 2025)
- TSMC Q4 2024 earnings (Jan 2025)
- Micron FY2024 Annual Report (Oct 2024)
- SK Hynix 2024 Annual Report (Jan 2025)
- Micron guidance + $100B NY megafab (Jan 2026)
- TSMC Q4 2025 guidance (Jan 2026)
- Samsung investor day / analyst estimates (Jan 2026)
- SK Hynix guidance 2025 (Jan 2026)
- Analyst consensus Jan 2026 (Jan 2026)
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SK Hynix CEO Flags 2027 as Worst-Ever HBM Supply Crunch; $26.5B IPO Capital Earmarked for Capacity Expansion
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