Samsung Electronics (SSNLF) detailed a 140 trillion won, or $90 billion, investment plan for South Korea's Chungcheong region, targeting chips, displays, batteries and advanced components.
Samsung Electronics will invest 56 trillion won in HBM fabrication and packaging facilities, strengthening its position in AI memory. Samsung Display will spend 67 trillion won on OLED and next-generation display production lines.
Other Samsung units are also part of the push. Samsung Electro-Mechanics will invest 8 trillion won in high-performance package substrates for AI servers, while Samsung SDI will put 9 trillion won into an advanced battery manufacturing plant.
Chairman Lee Jae-yong said the Chungcheong region will grow into a global hub for IT materials and components.
the plan shows Samsung is trying to secure a larger role in the AI hardware supply chain while supporting South Korea's broader advanced manufacturing strategy. The next thing to watch is how quickly the new HBM capacity comes online.