Rohan Paul@rohanpaul_ai · X三星与SK海力士周一可能宣布十年高达1.3万亿美元的投资路线图。三星计划投入约2140亿美元建设韩国西南部新晶圆厂、2570亿美元开发龙仁半导体集群、超2500亿美元部署AI数据中心，涵盖半导体、AI数据中心、先进封装、电池与显示。但三星股价跌4.7%，SK海力士跌3.1%，因投资者担忧从稀缺利润转向资本支出风险——当前短缺可能在需求降温后变成过剩。推文显示数据中心GPU内存需求飙升：H100搭载80GB、H200升至141GB、Blackwell达192GB、GB300 Blackwell Ultra达288GB HBM3e，72-GPU机架形成巨大内存墙，改变了供应商产能分配行为。
Samsung and SK Hynix could announce as much as $1.3T of investment over 10 years on Monday.
Samsung's decade-long spending roadmap would span semiconductor fabs， AI data centers， advanced packaging， batteries， and displays， with roughly $214B for new fabs in southwestern South Korea， $257B for the Yongin semiconductor cluster， and more than $250B for AI data centers.
But shares of Samsung fell 4.7% and SK Hynix fell 3.1%
Investors are reacting to a shift from scarcity profits to capex risk， because today's shortage can become tomorrow's glut if supply arrives after demand cools.