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Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg)

Techmeme
Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg)
From Bloomberg. View the full context on Techmeme.

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