#memory

Samsung and SK Hynix are expected to announce massive AI-focused investment plans at a national briefing on June 29, 2026, with Samsung proposing a 1000 trillion won ($648 billion) ten-year spending plan, the largest in South Korean history. This unprecedented investment scale could transform the AI hardware supply chain, dramatically increasing the production capacity of high-bandwidth memory (HBM) and other AI-critical chips, potentially accelerating AI development globally. The announcement will focus on semiconductors, AI data centers, and physical AI; however, shares of both companies fell over 9% on the same day due to concerns that Apple product price hikes could suppress demand for memory chips.