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

Samsung, SK Hynix ready decade of mega spending to sustain South Korea’s AI lead

Samsung and SK Hynix will invest $1.7 trillion over 10 years in memory chips and semiconductor fabs to sustain South Korea's AI leadership. For tech leaders, this signals stable NAND supply amid US-China-Korea competition, but compressed chip margins as geopolitical reshoring accelerates.