Samsung 預計 2026 年資本開支增約 60% 至約 $63B，HBM 產能售罄至 2027 年並簽訂 10 份長期供應協議
Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg)
Samsung 預計 2026 年資本開支將增加約 60% 至約 $63B。其 HBM 產能已售罄至 2027 年，並已與主要客戶簽訂 10 份長期供應協議。
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來源：Techmeme · techmeme.com