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

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.