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Samsung commits historic $74 billion for AI chips, Texas factory

✇Sammy Fans
By:Yash

Samsung announced an investment of over 110 trillion won, roughly $74 billion in AI chips, Texas semiconductor factory expansion, and R&D in 2026.

That’s meant to secure leadership in the AI semiconductor era, according to the company’s corporate value enhancement strategy disclosed on March 19th.

Samsung thinks this is the moment to go all in on AI chips. The Taylor, Texas Foundry is expected to reach mass production sometime in 2027, which means most of the equipment installs and process work have to be wrapped up this year if that timeline stays remotely intact.

On the memory side, HBM4 is now in mass production, delivering speeds of 11.7 gigabits per second that exceed the industry standard of 8GB, while the company’s already pushing HBM4E and HBM5 development simultaneously.

Samsung posted 20 trillion won in operating profit in the fourth quarter of last year, and brokerages have forecast annual operating profit exceeding 130 trillion won this year, so this $74 billion isn’t a gamble.

It’s Samsung doubling down at the exact moment the memory supercycle and the foundry recovery overlap. The company’s betting it can convert HBM momentum and the Taylor ramp into sustained dominance before the window closes.

Last year Samsung spent 90 trillion won total, which was already a company record. This year’s number shatters that by more than 20 trillion won. It’s also the fattest single year inside the company’s already massive five year, 450 trillion won investment roadmap.

The post Samsung commits historic $74 billion for AI chips, Texas factory appeared first on Sammy Fans.

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