三星与SK海力士周一可能宣布十年高达1.3万亿美元的投资路线图。三星计划投入约2140亿美元建设韩国西南部新晶圆厂、2570亿美元开发龙仁半导体集群、超2500亿美元部署AI数据中心，涵盖半导体、AI数据中心、先进封装、电池与显示。但三星股价跌4.7%，SK海力士跌3.1%，因投资者担忧从稀缺利润转向资本支出风险——当前短缺可能在需求降温后变成过剩。推文显示数据中心GPU内存需求飙升：H100搭载80GB、H200升至141GB、Blackwell达192GB、GB300 Blackwell Ultra达288GB HBM3e，72-GPU机架形成巨大内存墙，改变了供应商产能分配行为。
Samsung and SK Hynix could announce as much as $1.3T of investment over 10 years on Monday.
Samsung’s decade-long spending roadmap would span semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, with roughly $214B for new fabs in southwestern South Korea, $257B for the Yongin semiconductor cluster, and more than $250B for AI data centers.
But shares of Samsung fell 4.7% and SK Hynix fell 3.1%
Investors are reacting to a shift from scarcity profits to capex risk, because today’s shortage can become tomorrow’s glut if supply arrives after demand cools.
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bloomberg .com/news/articles/2026-06-28/samsung-sk-reportedly-to-invest-1-3-trillion-over-10-years
Bloomberg chart showing just how much RAM datacenter GPUs take. Nvidia’s H100 carried 80GB of GPU memory, H200 moved to 141GB, Blackwell moved to 192GB class parts, and GB300 Blackwell Ultra reaches 288GB of HBM3e per GPU. A 72-GPU rack multiplies that into a memory wall big enough to change supplier behavior, because AI servers pay premium prices for capacity and bandwidth that make everyday device memory less attractive在 X 查看被引用的帖子
来源：Rohan Paul · x.com