South Korea's Samsung Group and SK Group are set to announce up to 2,000 trillion won ($1.3 trillion) in decade-long investments at a presidential briefing chaired by President Lee Jae Myung on June 29, per Bloomberg and CNBC. For AI infrastructure and HBM supply-chain teams, the load-bearing details are the planned front-end semiconductor fabs in the Gwangju region and an AI data-center buildout in Asan, South Chungcheong -- new capacity that would take years to build but directly affects long-run HBM and NAND availability. CNBC reports shares fell on the news -- Samsung Electronics down 4.7%, SK Hynix down 3.1% -- consistent with investor concern about the financing scale of multi-year capex programs. Published figures range from 900 trillion won for the southwest cluster alone to 2,000 trillion won for the full 10-year group-level plan; official filings will clarify scope.
Lee Is Set to Unveil Large-Scale Advanced Tech Investments