美国半导体与半导体设备要闻、超大规模资本支出-US Semiconductors and Semi Equipment_ SemiBytes_ Hyperscaler Capex, MRVL Maia Math, Analog Update, KLAC Backlog_RPO, AMAT Preview
2025-08-08 05:02ab 4 August 2025 Global Research US Semiconductors and Semi Equipment SemiBytes: Hyperscaler Capex, MRVL Maia Math, Analog Update, KLAC Backlog/RPO, AMAT Preview Hyperscaler Capex Equities Americas Semiconductors Timothy Arcuri Analyst timothy.arcuri@ubs.com +1-415-352 5676 Grant Joslin Overall, we now expect $408B of C2025 hyperscaler capex, or $435B including key neoclouds, having heard from all hyperscalers this past week (ex. ORCL), vs. $367B/ $394B last week post Alphabet Q2. Alphabet's surprise lift o ...