AINewsnow

Samsung expects capex to rise ~60% to ~$63B this year, 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 this year, 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 ↗

Timeline · 1 report

  1. 2026-10-29 05:20 · Techmeme
    Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg)

More stories

  1. Google launches Gemini 4 Carbon with a ‘significant leap’ in cybersecurity — The Verge AI
  2. Google's Gemini 4 Carbon Tops AI Rankings and Hunts Security Bugs for Days — AlphaSignal
  3. Gemini 4 Carbon: our next frontier model — Google Gemini Blog
  4. Google announces the expansion of ads in AI Mode into international markets, as growth in its core search advertising business slows — Techmeme
  5. Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (Reuters) — Techmeme
  6. Google AI gets cagey when asked who won the 2020 elections — Ars Technica AI
  7. Grok can launch a thousand ships – but this AI remake of the Odyssey can’t make us feel — The Conversation AI (US)
  8. OpenAI and ServiceNow expand partnership across enterprise workflows — OpenAI News

Get the daily brief of stories like this at 6:30 every morning →