NuAxiSemiconductor trade intelligence

Samsung Electronics to Invest Over 110 Trillion Won in Capex and R&D, Up 22%

What happened

Samsung Electronics plans to invest over 110 trillion won in 2024 capex and R&D, a 22% YoY increase, heavily focused on its DS division for AI chip leadership. The investment will accelerate fab expansions in Pyeongtaek and Texas, targeting high-value products like 3D DRAM and 2nm foundry processes. 关注: Major capacity injection signals long-term supply increase, but aggressive investment in AI segments could tighten supply for specific advanced components.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

HBM DRAMFoundry

Samsung Electronics

capexcapacity-expansionAI-chip

Source and time

Source: The Elec · 3/20/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] Asia’s Chipmakers Reportedly Set to Spend $136B in 2026, Up 25% YoY, Spanning Foundry and MemoryTrendForce · 3/3/2026
Heading into 2027, #TrendForce flags what to watch across key tech segments: Foundry: Revenue to grow over 30% YoY, with broad-based price hikes led b...TrendForce Official (Market Data) · 11/5/2026
Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry rampDigiTimes Asia · 3/3/2026
[News] Memory Giants’ HBM Cleanroom Race: Samsung & SK hynix Fast-Track, Micron AcquiresTrendForce · 2/25/2026
SK Hynix expected to post record profits in Q4The Elec · 1/21/2026
Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion PlansTechPowerUp · 3/16/2026

Samsung Electronics to Invest Over 110 Trillion Won in Capex and R&D, Up 22%

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings