SPIN Unprocessed October 29, 2026 ai_technology technology
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)
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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 …
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