On March 19, Samsung Electronics disclosed regulatory documents via the Financial Supervisory Service’s electronic filing system, announcing that it will invest over 110 trillion won (approximately $73.3 billion) in the artificial intelligence (AI) semiconductor sector in 2026 to consolidate its leading position in the global AI semiconductor market. This marks the company’s largest-ever annual investment.
The regulatory filing clearly indicates that this 110 trillion won annual investment represents a 21.7% increase from the 90.4 trillion won in capital expenditures for 2025, marking the first time Samsung Electronics’ annual investment has exceeded 100 trillion won. The filing states that this massive sum will primarily be allocated to AI semiconductor-related research and development as well as facility construction to address the growing global demand for AI computing power.
In this regulatory filing titled “Corporate Value Enhancement Plan,” Samsung Electronics outlined four major development goals. One of the core objectives is to become the world’s only semiconductor company capable of providing one-stop solutions covering memory, foundry, and advanced packaging, while simultaneously establishing a sustained leading position in high-value-added memory markets such as HBM.
Furthermore, Samsung Electronics stated in the filing that, in addition to focusing on investments in the AI semiconductor sector, it will actively pursue strategic mergers and acquisitions in future growth areas such as advanced robotics, medical technology, automotive electronics, and heating, ventilation, and air conditioning (HVAC), to further expand its business scope and optimize its industrial layout.
It is reported that Samsung Electronics Co-CEO Jeon Young-hyun previously stated at the annual shareholders’ meeting that the rise of intelligent devices is driving explosive growth in AI chip orders, and this record-breaking investment is a strategic move in line with industry trends. This move not only demonstrates Samsung’s determination to expand its presence in the AI semiconductor sector but will also further intensify competition in the global AI chip market.