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 …
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)
In short
Samsung Electronics Co. plans to raise its capital expenditure by about 60% this year to roughly $63 billion due to high demand for its advanced semiconductors. The company has successfully sold out its entire high-bandwidth memory capacity through 2027. To underpin this extended pipeline, Samsung locked in 10 long-term supply agreements with major customers.
Key points
- Capital spending is increasing significantly to keep pace with soaring market interest in…: Capital spending is increasing significantly to keep pace with soaring market interest in advanced semiconductor products.
- Production lines for high-bandwidth memory are fully committed for multiple years due to…: Production lines for high-bandwidth memory are fully committed for multiple years due to intense customer orders.
- Major customers have entered into 10 multi-year agreements to secure crucial memory suppl…: Major customers have entered into 10 multi-year agreements to secure crucial memory supplies from Samsung.