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“Samsung Group is set to unveil a 1,000 trillion won spending package over the next decade, which would be the largest such plans in the country's history”
@ContrarianCurse · SuspendedCap
Samsung's 1,000 trillion won AI capex plan — the largest in South Korea's history — signals surging long-term semiconductor demand.
SMSNLONGIDEA · NOT YET PRICED
“Samsung Electronics Co. and SK Hynix Inc. are preparing to announce new investments worth hundreds of billions of dollars on Monday, according to South Korean m”
@ContrarianCurse · SuspendedCap
SK Hynix's co-announced AI investment push confirms its dominant HBM and AI memory position, extending its lead into the next decade.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“The investments will focus on key sectors such as semiconductors, AI data centers and physical AI, and are expected to improve long-term demand visibility for A”
@ContrarianCurse · SuspendedCap
Samsung and SK Hynix's massive AI capex confirms surging AI memory demand that is already overwhelming Micron's sold-out HBM supply, pushing prices and margins far higher.
MULONG@ $1,111.55
$815.33-26.65%
since call Jun 26
TIMESTAMPS
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