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technology4h ago
Key facts: Samsung KRW110T AI capex; HBM4→OpenAI; AMD,Nvidia pacts; insurers sell; opposes Aadhaar
- Samsung Electronics plans about KRW110 trillion in 2026 for AI-focused capex and R&D to boost memory, foundry, and packaging.
- Samsung will supply up to 800M gigabits of 12-layer HBM4 memory to OpenAI in the second half for its AI chip.
- Samsung expanded AI deals with AMD on memory and compute tech and signed a Nvidia foundry agreement to enhance manufacturing.
- Samsung Life and Samsung Fire & Marine Insurance sold 7.3 million Samsung Electronics shares in a block deal.
- Samsung opposed India's plan to pre-install the Aadhaar app, citing security concerns and production-line burden.
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