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Samsung Raises 2026 Chip Capex to ₩76.8 Trillion as AI Memory Demand Surges

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Samsung's increased chip investment highlights the critical role of AI in driving semiconductor demand, potentially reshaping global tech dynamics.

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Samsung Electronics is investing 76.8 trillion won in its semiconductor business this year. The company is concentrating its investments on new memory production facilities and U.S. foundry plants to meet the surging demand for artificial intelligence (AI) semiconductors. However, the company projected that the memory supply shortage will persist until 2028, noting that it takes a considerable amount of time for new facilities to translate into …

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South Korea's Samsung Electronics Co. has decided to increase capital expenditure this year by more than 60% to 84.4 trillion won ($63 billion).

Samsung raised its investment in semiconductors to 76.8 billion by 2026, while the demand for memory for artificial intelligence exceeds the available capacity. The company claims that its supply of HBM by 2027 is already reserved and anticipates that the gap between supply and demand could continue until 2028; however, its actions receded after the announcement.

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Samsung raises 2026 chip capex to ₩76.8 trillion as AI memory demand surges

Samsung's increased chip investment highlights the critical role of AI in driving semiconductor demand, potentially reshaping global tech dynamics.

Read Full Article
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조선일보 broke the news on Thursday, October 29, 2026.
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