Multiple reports on June 26, 2026 indicate that Samsung and SK Hynix are preparing a significant increase in capital...

Multiple reports on June 26, 2026 indicate that Samsung and SK Hynix are preparing a significant increase in capital spending focused on AI infrastructure. Bloomberg reported that the two memory giants are readying a huge AI spending push (Bloomberg), while Bloomberg Television also highlighted the AI spending push as a key theme (Bloomberg TV). Additionally, Digitimes reported that Samsung's reported $648 billion plan shifts focus to South Korea's chip belt (Digitimes), and Samsung is eyeing a Gwangju chip site as SK Hynix weighs regional and overseas options (Digitimes). These moves signal a massive ramp in AI-related memory and foundry capacity, which will benefit the broader AI supply chain including NVIDIA (demand driver), TSMC (potential foundry partner), and Micron (memory competitor/peer). For Samsung, the aggressive capex underscores its commitment to capturing AI memory market share and narrowing the gap with SK Hynix in HBM. The investment plans, if realized, could tighten HBM supply and accelerate Samsung's technology roadmap.