The world’s two largest memory-chip makers have said they will increase capital spending “substantially” this year as they expect the AI boom to exacerbate the shortage of semiconductors.
But Samsung Electronics and SK Hynix warned in earnings calls on Thursday that the outlays would not come fast enough to improve supply in the short term, as heightened demand for memory chips from AI data centres tests their capacity.
“We are planning a substantial increase in our capital expenditure in 2026 as AI-driven demand is likely to continue,” said Kim Jae-june, executive vice-president of Samsung’s memory business. “But supply shortages are likely to worsen as capacity expansion is expected to be limited this year and next.”
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