Samsung Electronics plans to invest over 110 trillion won ($73.3 billion) in capex and R&D in 2026 to expand memory capacity and advance AI. The move aims to secure AI leadership amid surging demand for high-end memory used in Nvidia accelerators. However, this production shift is driving a historic shortage of conventional chips used in devices from cars to smartphones.

2026-03-19

Samsung Electronics plans to invest over 110 trillion won ($73.3 billion) in capex and R&D in 2026 to expand memory capacity and advance AI. The move aims to secure AI leadership amid surging demand for high-end memory used in Nvidia accelerators. However, this production shift is driving a historic shortage of conventional chips used in devices from cars to smartphones.