Samsung, SK Hynix plan AI spending push: report - Taipei Times

According to South Korean media reports, Samsung Electronics and SK Hynix are preparing to announce major investments worth hundreds of billions of dollars in artificial intelligence (AI) and related ... Read original →

Samsung and SK Hynix’s massive AI investment spree is fundamentally a bet on sub-3nm logic and HBM memory roadmaps. This will accelerate supply chain realignment toward EUV tools, advanced packaging, and data center thermal solutions—boosting rare earth suppliers like MP Materials. While the U.S.-ROK tech alliance offers partial export control insulation, over-concentration in AI memory risks eroding flexibility in general-purpose logic. TSMC and Micron will likely counter with faster CoWoS and HBM4 rollouts, pressuring Taiwan, China’s memory ecosystem. Within 18 months, the global AI hardware race will shift from raw compute to memory-compute co-optimization; without full-stack control—from rare earths to physical AI—Seoul’s capital surge could trigger localized overcapacity.