Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg)
Bloomberg : Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers Samsung Electronics Co. plans to hike spending more than 60% this year after selling out of high-end chips for 2027
Read the full story at Techmeme ↗