SemiBizIntel(@siliconomy):To get a quick overview of Hybrid Semiconductors' current and future fab capacity, I use the Meteor Chart (which I call the Fireworks chart in better times). It shows the distance travelled in a year regarding the financial value of the capacity (Property, plant, and equipment) and the investment in future capacity (CapEx). Two leading comets have significantly reduced their CapEx over the last year. While Texas Instruments is also spending less, the Lone Star company spent more than its two large competitors combined in Q3-24. The Meteor Chart is a snapshot in time and cannot stand alone, but when used effectively, it can tell a story.

2024.11.20 15:28

To get a quick overview of Hybrid Semiconductors' current and future fab capacity, I use the Meteor Chart (which I call the Fireworks chart in better times). It shows the distance travelled in a year regarding the financial value of the capacity (Property, plant, and equipment) and the investment in future capacity (CapEx). Two leading comets have significantly reduced their CapEx over the last year. While Texas Instruments is also spending less, the Lone Star company spent more than its two large competitors combined in Q3-24. The Meteor Chart is a snapshot in time and cannot stand alone, but when used effectively, it can tell a story.