# Samsung Group readies $646 billion AI investment over 10 years; SK Hynix preparing matching surge
> South Korea's two largest chipmakers are preparing the largest combined domestic investment commitment in the country's history, anchored by a Blue House briefing set for June 30

**Meta:** type: story · date: 2026-06-26 · heads: 谁的钱, 长远之局 · 5 takes · 2 lenses · 5 regions

## Summary

[Samsung Group](/zh/entity/samsung) is preparing a 1,000 trillion won ($646 billion) domestic investment commitment over 10 years, the largest in South Korean corporate history. [SK Hynix](/zh/entity/sk-hynix) is separately drafting a plan running to hundreds of billions of won. Both presentations are expected at a Blue House briefing scheduled for June 30. The plans cover AI data centres, semiconductor factories in southwestern [South Korea](/zh/entity/south-korea), batteries, and displays. Neither company has officially confirmed the figures.

## Why it matters

The combined scale, if confirmed, would be the largest planned domestic AI-linked investment in any single country outside the United States. It represents both companies betting that AI infrastructure demand remains durable enough to justify decade-long capex cycles and that domestic investment commitments reduce political and regulatory exposure.

## What to watch

- Blue House briefing June 30 for official confirmation of the Samsung and SK Hynix plans.
- Breakdown between chips, data centres, and non-semiconductor lines in the final filings.
- Whether either company ties the commitment to specific hyperscaler contracts or leaves it discretionary.

## Regional takes (batched by bias / lens)

### US financial wire, markets desk
- **Bloomberg** (United States, en) — Bloomberg broke the story at 04:05 UTC reporting Samsung Group is preparing a 1,000 trillion won ($646 billion) investment plan over 10 years, the largest in South Korean history, with a Blue House briefing scheduled for Monday June 30. SK Hynix is separately preparing a plan in the hundreds of billions of won.
  > "Samsung Group is readying a roughly 1,000 trillion won ($646 billion) spending plan, in what would be the largest investment commitment in South Korean history."
  Source: https://www.bloomberg.com/news/articles/2026-06-26/samsung-and-sk-hynix-prepare-huge-spending-increase-reports-say

### unlabelled
- **Reuters** (United Kingdom, en) — 
  Source: https://www.reuters.com/technology/samsung-sk-hynix-prepare-massive-investment-plans-ai-boom-2026-06-26/
- **Investing.com** (Global, en) — 
  Source: https://www.investing.com/news/stock-market-news/samsung-to-invest-1-000-trillion-won-in-south-korea-media-report-says-4761890
- **The Standard (Hong Kong)** (Hong Kong, en) — 
  Source: https://www.thestandard.com.hk/innovation/article/335707/Samsung-readies-US648-billion-bet-report-says-as-AI-boom-reshapes-South-Korea
- **Rappler** (Philippines, en) — 
  Source: https://www.rappler.com/technology/samsung-bet-ai-boom-reshapes-south-korea/

## Across the graph
- Related: [[samsung-foundry-memory-dual-engine-2026]], [[sk-hynix-samsung-market-cap-flip]]
- Entities: Samsung, Sk Hynix, South Korea

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Canonical: https://rbtfl.xyz/zh/n/samsung-sk-hynix-ai-spending-2026