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Full article on Financial Times
Top chipmakers to boost capital spending amid AI-driven supply squeeze
Market Intelligence Analysis
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Why This Matters
Top chipmakers, including Samsung and SK Hynix, plan to increase capital spending to address the AI-driven supply squeeze, despite posting record earnings and limiting capacity expansion for the next two years.
Market Impact
Market impact analysis based on bullish sentiment with 80% confidence.
Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
South Korea’s Samsung and SK Hynix post record earnings but say capacity expansion will be limited this year and next
Original article published by
Financial Times
on January 29, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.