[lbo-talk] Might of Asiazilla
dredmond at efn.org
dredmond at efn.org
Thu Apr 17 20:02:10 PDT 2003
IC Insight says that the share of US firms in total capex spending for the top
25 chip companies is slated to drop from 39.9% in 2002 to 31.1% in 2003. East
Asian firms, especially S Korea and China, are picking up the slack, going
from 49.2% to 58.5% of the total, while the EU is holding steady at 10.9% to
10.4%. Full article:
http://www.siliconstrategies.com/story/OEG20030417S0044
-- DRR
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