三星与SK海力士或宣布10年1.3万亿美元投资计划

Samsung and SK Hynix could announce as much as $1.3T of investment over 10 years on Monday.

Samsung’s decade-long spending roadmap would span semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, with roughly $214B for new fabs in southwestern South Korea, $257B for the Yongin semiconductor cluster, and more than $250B for AI data centers.

But shares of Samsung fell 4.7% and SK Hynix fell 3.1%

Investors are reacting to a shift from scarcity profits to capex risk, because today’s shortage can become tomorrow’s glut if supply arrives after demand cools.

bloomberg .com/news/articles/2026-06-28/samsung-sk-reportedly-to-invest-1-3-trillion-over-10-years