According to the report, China and South Korea led the uptrend, among which Korea SK Hynix increased equipment expenses, but Samsung will reduce related investment in Korea. In China, equipment spending will increase by 65% and 57% year-on-year, respectively, in the next two years. In this year and next year, 58% and 56% of spending will be absorbed by foreign investors, including Intel, SK Hynix, TSMC, Samsung and GLOBALFOUNDRIES.
Japan's related equipment spending this year will also increase by 60%, mainly from Toshiba, Sony, Renesas and Micron.