{"id":48182,"date":"2026-03-19T11:35:25","date_gmt":"2026-03-19T11:35:25","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/03\/19\/samsung-is-spending-73b-on-chips-in-2026-who-should-be-worried\/"},"modified":"2026-03-19T11:35:25","modified_gmt":"2026-03-19T11:35:25","slug":"samsung-is-spending-73b-on-chips-in-2026-who-should-be-worried","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/03\/19\/samsung-is-spending-73b-on-chips-in-2026-who-should-be-worried\/","title":{"rendered":"Samsung is spending $73B on chips in 2026: who should be worried?"},"content":{"rendered":"
<\/div>\n

Samsung is making a statement that goes well beyond routine spending.<\/p>\n

The company said it plans to spend more than 110 trillion won, or about $73.3 billion, on capital expenditure and research in 2026.<\/p>\n

The massive amount underscores how aggressively Samsung is planning to push both its AI memory business and its struggling foundry operation at the same time.<\/p>\n

The timing matters because Nvidia CEO Jensen Huang confirmed that Samsung is manufacturing Nvidia\u2019s new AI chips.<\/a><\/p>\n

Inside Samsung\u2019s chip supercycle<\/h2>\n

Samsung has not publicly broken out every 2026 line item in detail.<\/p>\n

But, its latest financial details reveal some details about Samsung’s priority as the company spent 52.7 trillion won on facilities and 37.74 trillion won on R&D in 2025.<\/p>\n

Nearly 90% of that capex went to the Device Solutions semiconductor division.<\/p>\n

Those numbers help explain the shape of the 2026 plan.<\/p>\n

Samsung is funneling investment into expanding production infrastructure around its Pyeongtaek campus.<\/p>\n

Moreover, the company is securing additional EUV lithography tools and building out advanced research capacity.<\/p>\n

Samsung announced in February that it had begun mass production of commercial HBM4, which is the next generation of high-bandwidth memory used in AI servers.<\/p>\n

Co-CEO Jun Young-hyun is framing that buildout as a response to something bigger than a normal upcycle.<\/p>\n

Jun told shareholders he expected strong chip demand through 2026 as AI investment keeps accelerating and described the conditions as a rare supercycle driven by data-center buildouts and memory demand.<\/p>\n

Why Nvidia changes the story<\/h2>\n

Samsung shares rose as much as 5% after Nvidia’s CEO said Nvidia\u2019s new AI chips were being made by the South Korean company.<\/p>\n

That is significant because Samsung\u2019s foundry business has been the weak link in the company\u2019s semiconductor story.<\/p>\n

Analysts saw Huang\u2019s comments as evidence<\/a> that the division could be poised for recovery after posting heavy losses in recent years.<\/p>\n

Samsung is also trying to make its memory business less volatile.<\/p>\n

As per the sources present at the shareholders meeting, the company is considering shifting from quarterly or annual memory agreements to contracts lasting three to five years.<\/p>\n

Who should worry?<\/h2>\n

The most obvious rival under pressure is SK Hynix.<\/p>\n

Samsung\u2019s commercial HBM4 rollout directly challenges SK Hynix in the most lucrative part of the AI memory market.<\/p>\n

TSMC should also pay attention, though not panic.<\/p>\n

Samsung\u2019s Taylor, Texas fab is reported to be nearing a key EUV \u201cfirst light\u201d milestone this month and could begin risk production in the second half of the year.<\/p>\n

The fab will provide Samsung with a more credible US manufacturing base, just as TSMC is guiding for roughly 30% revenue growth in 2026 on AI demand.<\/p>\n

Intel Foundry arguably faces the most uncomfortable positioning of all.<\/p>\n

Industry analysis shows Intel is still in the early stages of winning major external foundry customers, leaving it squeezed between TSMC\u2019s scale and Samsung\u2019s willingness to spend.<\/p>\n

The post Samsung is spending $73B on chips in 2026: who should be worried?<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung is making a statement that goes well beyond routine spending. The company said it plans to spend more than 110 trillion won, or about $73.3 billion, on capital expenditure and research in 2026. The massive amount underscores how aggressively Samsung is planning to push both its AI memory business and its struggling foundry operation <\/p>\n","protected":false},"author":1,"featured_media":48183,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-48182","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=48182"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48182\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/48183"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=48182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=48182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=48182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}