Bloomberg:

Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers  —  Samsung Electronics Co. plans to hike spending more than 60% this year after selling out of high-end chips for 2027 …

Bloomberg:

Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers  —  Samsung Electronics Co. plans to hike spending more than 60% this year after selling out of high-end chips for 2027 …

Source: TechMeme
Source Link: https://www.techmeme.com/261029/p4#a261029p4