Amidst the booming generative AI landscape, the world's top 10 semiconductor companies are poised to increase their annual capital expenditures by a remarkable 7%, reaching a total of $135 billion. This marks the first such increase in three years and is primarily fueled by advanced chip suppliers. Notably, six of these companies, including TSMC, SK Hynix, Micron Technology, and SMIC, have announced plans to allocate more funds in fiscal year 2025 compared to fiscal year 2024.
