04-08-2025
Semiconductor investment rebounds on AI, but not everyone is winning
A semiconductor facility in China. Chinese investment in chip production is soaring. © Reuters
RYO MUKANO and FUMIE YAKU
TOKYO -- Annual capital spending by 10 major global semiconductor companies is expected to grow 7% to $135 billion, the first rise in three years, driven by suppliers of advanced chips for the generative artificial intelligence boom, Nikkei research shows.
