← Zephyr
in postLONG
“A global shortage of chipmaking capacity, spanning AI processors and memory chips, has put South Korea at the center of global AI buildout. The country is home ”
@zephyr_z9
South Korea's AI chip buildout is centered on two companies; Samsung's $194B fab expansion validates the entire Korean memory ecosystem, including SK Hynix.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“Only $194B or $19.4B/yr on chip-making facilities”
@zephyr_z9
Samsung's $648B investment package — $194B directly into chip fabs — is the largest semiconductor capex commitment in history, bullish for the stock.
SMSNLONGIDEA · NOT YET PRICED
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