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in postLONG
“As a wave of artificial intelligence (AI) infrastructure investment has driven a surge in memory chip orders, the company has moved up the timing of its capital”
@jukan05
Samsung pulls CAPEX forward 6 months as AI memory demand surges, signaling sustained fab expansion and share gains.
SMSNLONGIDEA · NOT YET PRICED
in postLONG
“demand recently surged in the information technology (IT) industry not only for HBM, the core of AI chips, but also for general purpose DRAM and NAND flash”
@jukan05
Samsung's HBM4 and DRAM capacity surge confirms a multi-year memory upcycle that lifts all major DRAM/NAND producers including Micron.
MULONG@ $1,136.96
$815.20-28.30%
since call Jun 21
in postLONG
“In addition to building P5 Fabs 1 and 2 simultaneously, Samsung Electronics is expanding the production capacity of each of its bases in various ways.”
@jukan05
Samsung's accelerated P5 Fab 2 construction floods the order books of lithography and equipment suppliers like ASML.
ASMLLONG@ $1,996.91
$1,641.15-17.82%
since call Jun 21
TIMESTAMPS
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