➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.
➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.
➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.
