"Global investors are focusing on Samsung Electronics as the group sets out a five-year artificial intelligence investment programme worth $310 billion over the coming five-year period, with analysis from Sunnov Investment Pte. Ltd. highlighting how the plan reshapes expectations for capital spending across the semiconductor industry. The commitment concentrates on AI specific semiconductors and on domestic manufacturing capacity in South Korea."
"Samsung is expanding its memory operations through a new facility at Pyeongtaek, known as Plant 5, which is designed for the production of high bandwidth memory chips that feed the specialised computing clusters on which generative AI systems depend. By situating this plant within its existing campus, the company seeks to streamline supply chains and secure production volumes over the course of the next decade."
"The broader programme also spans battery technology and display manufacturing. Samsung's battery business assesses the case for next generation all solid-state systems from domestic lines, whilst the display division prepares an advanced organic light emitting diode factory in South Chungcheong that is scheduled to move into full scale production during the next annual cycle. In combination, these initiatives deepen South Korea's high value technology ecosystem at a time when global competition for AI infrastructure intensifies."
Samsung Electronics is implementing a $310 billion five-year artificial intelligence investment programme focused on AI-specific semiconductors and domestic manufacturing capacity in South Korea. The company plans a new Pyeongtaek Plant 5 to produce high bandwidth memory chips for generative AI computing clusters and to streamline supply chains across its campus. The investment programme also targets battery technology, exploring next-generation all-solid-state systems from domestic lines, and advanced OLED display manufacturing in South Chungcheong. Samsung SDS is expanding AI infrastructure with additional data centres in South Jeolla and Gumi, supplementing existing sites in Sangam, Suwon, Chuncheon, Dongtan and Gumi, strengthening South Korea's technology ecosystem.
Read at London Business News | Londonlovesbusiness.com
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