Samsung Electronics raised its 2026 semiconductor capex plan to ₩76.8 trillion won (US$53 billion), from ₩47.5 trillion …
Samsung Electronics raised its 2026 semiconductor capex plan to ₩76.8 trillion won (US$53 billion), from ₩47.5 trillion last year ($33.4 billion) amid strong AI-related demand expected to continue for years, executives said during its 3rd quarter conference. ₩52.8T has already been spent thru Q3.
-2027 capex to rise further versus 2026-New fabs and advanced packaging plants are being planned for the US and Korea to meet strong AI demandTaylor, Texas site capex set to rise – new fab building under review-Taylor fab to start operations in 2027-Equipment move-in going on now $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) #Texas #Taylor #SemiconductorsSource: Dan Nystedt
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