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29.06.26 - 15:45
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"Entering The Mega Investment Era": JPM Breaks Down South Korea′s Plan To Double Memory-Chip Production (ZeroHedge)
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"Entering The Mega Investment Era": JPM Breaks Down South Korea's Plan To Double Memory-Chip Production
Any hope that the memory-chip shortage would ease this year was upended Monday morning, as South Korea's two memory giants, Samsung and SK Hynix, prepare a massive capacity expansion that will unfold over the next five years rather than provide near-term relief. That means the supply squeeze rippling through consumer electronics, from Apple MacBooks to Microsoft Xbox consoles, is likely to keep driving prices higher for the foreseeable future.
The Korea Economic Daily reports that South Korea plans to steer at least 1,350 trillion won, or about $880 billion, of private investments into expanding semiconductor manufacturing and AI data centers.
Samsung and SK Hynix plan to build four chipmaking plants in the country's southwest at a combined cost of 800 trillion won, while companies including Naver will invest another 550 trillion won to develop 8.4 gigawatts of AI data-center ...
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29.06.26 - 12:54
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US & Iran Halt Attacks, Samsung, SK Prep Record Spending | The Opening Trade 6/29/2026 (Bloomberg)
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The US and Iran have agreed to stop attacking each other before peace talks resume this week over the Strait of Hormuz and other issues, paving the way to end days of tit-for-tat attacks that tested a fragile truce.
South Korea unveiled an ambitious plan aimed at cementing its status as a technological powerhouse, with companies led by Samsung Electronics and SK Hynix initiating large-scale investments in memory chips, data centers and robotics.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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29.06.26 - 12:48
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Samsung, SK Hynix at Center of South Korea′s AI Drive (Bloomberg)
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South Korea is orchestrating investments of at least $880 billion from companies including Samsung Electronics and SK Hynix into infrastructure it called essential to surviving the AI era. Bloomberg's Sangmi Cha reports. (Source: Bloomberg)...
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