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A Record-Breaking Bet on the Future
Samsung’s dominance in memory chips, smartphones, displays, consumer electronics, and advanced semiconductor technology did not happen overnight. Behind every major Galaxy launch, every new memory generation, and every semiconductor breakthrough is an enormous financial commitment to research, engineering, manufacturing, and infrastructure.
Now, Samsung Electronics is showing just how expensive that race has become.
The company reportedly spent 27.3 trillion Korean won, roughly $19 billion, on research and development during the first six months of 2026. According to the figures cited in the original report, that represents a 51.1% increase compared with the same period last year, making it a record first-half R&D investment for Samsung.
The timing could hardly be more significant.
Artificial intelligence is reshaping the semiconductor industry at extraordinary speed, while demand for high-bandwidth memory, advanced processors, data-center components, and next-generation manufacturing technologies continues to expand. Samsung is therefore not simply spending money to improve today’s products. It is attempting to secure its position in technologies that could determine the balance of power in the global electronics industry for the next decade.
Samsung itself announced earlier this year that it planned to invest more than 110 trillion won in facilities and R&D during 2026, its largest annual investment plan to date.
The first half of the year suggests that this strategy is already moving at extraordinary speed.
Samsung Is Spending Billions to Stay Ahead
The most important detail is not simply the $19 billion figure. It is the acceleration behind it.
A 51.1% year-over-year increase in first-half R&D spending signals that Samsung sees the current technology cycle as unusually important. Companies do not increase research budgets by this magnitude unless they believe the competitive landscape is changing rapidly or that missing the next technological transition could carry enormous consequences.
For Samsung, both pressures are present.
The company is fighting for leadership in AI memory, advanced semiconductor manufacturing, displays, mobile processors, robotics, and other emerging technologies. At the same time, competitors across Asia and the United States are committing enormous resources to similar areas.
That means Samsung cannot afford to treat R&D as a traditional corporate expense. It has increasingly become a strategic weapon.
The Numbers Reveal a Much Bigger Strategy
Samsung’s R&D spending should also be viewed alongside its enormous capital expenditure.
Research and development pays for engineers, scientists, chip architectures, process technology, materials research, software, testing, and future product development. Factory investment is different. It creates the physical infrastructure needed to turn those discoveries into mass-produced products.
Samsung is doing both.
The company said in March that it planned to invest more than 110 trillion won in facilities and R&D in 2026.
Its first-quarter report separately showed approximately 11.2 trillion won in capital expenditure during Q1 2026, with investment concentrated on advanced semiconductor processes, capacity expansion, and technology migration.
This distinction matters because Samsung is effectively building two futures at once.
One is the technological future created inside its laboratories.
The other is the industrial future created inside its semiconductor fabs and display facilities.
AI Is Changing the Meaning of Memory
One of the biggest reasons behind Samsung’s aggressive investment is artificial intelligence.
Modern AI systems require enormous quantities of memory and computing power. Training and operating advanced AI models depends on sophisticated semiconductor architectures capable of moving huge amounts of data at extremely high speeds.
That is where technologies such as high-bandwidth memory, or HBM, have become strategically important.
Samsung’s first-quarter results showed how strongly its memory business was benefiting from AI-related demand. The company reported record quarterly results for its memory business and highlighted the expansion of high-value AI products.
The company also said it had begun mass production and sales of HBM4, alongside next-generation low-power memory technologies and PCIe Gen6 SSD products.
This gives Samsung a powerful reason to spend aggressively today.
The winner in AI memory may not simply be the company that produces the largest amount of chips. It may be the company that can consistently deliver the most advanced products at the right scale, with acceptable yields, reliability, power efficiency, and performance.
The HBM Race Is Becoming a Strategic Battlefield
The memory industry has changed dramatically because of AI.
For years, memory chips were often viewed as highly cyclical commodities. Prices rose and fell according to supply and demand, and manufacturers competed heavily on production efficiency.
AI is creating a different environment.
High-performance accelerators require specialized memory technologies, and customers are willing to pay a premium for components that can meet demanding performance and power requirements.
That creates an opportunity for Samsung to transform its enormous manufacturing capabilities into a competitive advantage.
But the opportunity also carries danger.
If Samsung invests too slowly, rivals can capture customers and establish technological leadership. If it invests too aggressively and demand weakens, the company could find itself carrying massive costs and excess capacity.
The stakes are therefore unusually high.
Samsung’s Investment Is Already Producing Results
There is another reason the R&D spending deserves attention.
Samsung’s financial performance in 2026 has strengthened considerably.
The company reported first-quarter revenue of 133.9 trillion won and operating profit of 57.2 trillion won, both record quarterly figures. Its Device Solutions division benefited from stronger semiconductor demand and higher-value memory products.
The second quarter went even further.
Samsung reported 171.5 trillion won in quarterly revenue and 89.5 trillion won in operating profit, again setting all-time quarterly records. Its memory business also recorded all-time highs for quarterly revenue and operating profit.
That does not prove that every dollar invested in R&D will succeed. It does, however, show that Samsung is entering this investment cycle from a position of considerable financial strength.
Why Samsung Cannot Simply Slow Down
It may seem logical for a company to reduce spending after reaching record profits.
Samsung is doing the opposite.
The reason is that semiconductor leadership is temporary unless it is continuously defended.
A process technology that is considered cutting-edge today can become ordinary within a few years. A memory architecture that dominates one AI generation can be replaced by another. Manufacturing equipment becomes outdated. New competitors emerge. Customers demand greater performance while simultaneously pushing for lower power consumption and lower costs.
Samsung therefore has to run faster simply to remain in the same competitive position.
That is one of the defining characteristics of the semiconductor industry.
Samsung Is Building for a Longer AI Cycle
The current AI boom could create demand for chips for many years, but Samsung cannot assume that today’s products will remain dominant.
The company has to anticipate what comes after current HBM generations, what comes after today’s advanced manufacturing nodes, and what kinds of memory will be required by future AI accelerators.
This is why R&D spending matters so much.
The $19 billion is not simply about making the next Galaxy smartphone slightly better or producing a faster memory chip. It represents investment across a broad technology ecosystem.
The research conducted today may not become a commercial product until years later.
The Semiconductor Factory Is Only Half the Battle
A common mistake when discussing Samsung’s semiconductor strategy is to focus exclusively on factories.
A fab without competitive technology is not enough.
A company needs process recipes, materials expertise, equipment optimization, advanced packaging, design knowledge, quality control, yield improvements, and highly specialized engineering talent.
This is why
The company is attempting to create an integrated pipeline where research leads to technology development, technology development leads to manufacturing, and manufacturing creates the scale required to compete globally.
Samsung Is Also Thinking Beyond Memory
Although memory is central to the current AI boom, Samsung’s ambitions extend beyond memory chips.
The
That suggests Samsung is attempting to diversify its future growth engines.
The strategy makes sense from a risk-management perspective.
Technology cycles change. Smartphone growth can slow. Memory prices can collapse. Display markets can become saturated. A company as large as Samsung needs multiple pathways to future growth.
Robotics Could Become Samsung’s Next Major Frontier
Samsung’s interest in robotics deserves particular attention.
AI is increasingly moving beyond cloud servers and smartphones into physical machines. Humanoid robots, industrial robots, autonomous systems, and AI-enabled manufacturing could eventually become enormous markets.
Samsung already has expertise in sensors, displays, batteries, processors, memory, manufacturing, and consumer electronics.
If those technologies can be combined with advanced robotics, Samsung could potentially create an ecosystem rather than a single product.
The
That shows how far beyond traditional smartphones and televisions Samsung’s investment strategy is becoming.
The Display Business Also Needs Continuous Innovation
Samsung’s display business is another area where R&D remains critical.
OLED technology continues to evolve, while premium monitors, foldable devices, automotive displays, and emerging form factors require increasingly sophisticated panels.
Samsung’s experience with flexible displays has already helped define the modern foldable smartphone market.
But competitors are not standing still.
New materials, thinner panels, improved durability, lower power consumption, brighter displays, and new manufacturing techniques will determine who controls the next generation of premium screens.
Again, R&D becomes the foundation.
Samsung’s Smartphone Business Depends on This Research
The Galaxy brand may be the most visible part of Samsung, but the smartphone business is only one layer of a much larger technology machine.
Every generation of Galaxy devices depends on advances in memory, processors, displays, cameras, batteries, connectivity, artificial intelligence, and software.
That means Samsung can use technologies developed for one business across multiple others.
A semiconductor breakthrough can improve smartphones.
A display breakthrough can improve televisions and foldables.
AI research can benefit smartphones, home appliances, factories, robotics, and cloud infrastructure.
This interconnected structure is one of
Samsung’s Scale Is Both Its Weapon and Its Burden
Samsung has something many technology companies simply cannot replicate: enormous scale.
The company can invest billions in research while simultaneously building factories, developing consumer products, and expanding global infrastructure.
That scale allows Samsung to absorb costs that smaller competitors cannot.
But scale also creates a challenge.
A giant organization must coordinate thousands of engineers, suppliers, manufacturing facilities, research teams, and business units.
The larger the company becomes, the more difficult it can be to move quickly.
Samsung’s success will therefore depend not only on how much money it spends, but also on how efficiently it converts that money into commercially successful technology.
The $19 Billion Question Is About Returns
Spending more on R&D does not automatically create technological leadership.
The critical question is what Samsung gets from the investment.
Can it improve semiconductor yields?
Can it produce better HBM?
Can it win major AI customers?
Can it make advanced manufacturing economically viable?
Can it reduce production costs?
Can it develop technologies competitors cannot easily replicate?
Those questions matter more than the headline number.
A $19 billion R&D budget is impressive, but the real competitive advantage comes from converting that budget into products and processes that customers desperately want.
Samsung Is Entering an Era of Unprecedented Competition
Samsung is not operating in isolation.
The global semiconductor race involves companies such as TSMC, SK hynix, Micron, Intel, Nvidia, AMD, and a growing network of specialized chip designers and manufacturers.
Governments are also becoming directly involved.
South Korea has announced major semiconductor initiatives designed to strengthen its domestic chip ecosystem, while large-scale private investment continues across the industry.
This means
Semiconductors are no longer just another technology category.
They are strategic infrastructure.
The Global Supply Chain Is Becoming More Important
The semiconductor industry depends on an extraordinary international supply chain.
Equipment comes from specialized manufacturers.
Chemicals come from different countries.
Materials require highly controlled production.
Chip designs may originate in one country and be manufactured in another.
Advanced packaging can take place somewhere else.
Samsung’s massive investment therefore has implications far beyond its own factories.
The more advanced its technology becomes, the more important reliable suppliers, logistics, energy, water, and skilled workers become.
Energy and Infrastructure Could Become a Hidden Constraint
One of the least discussed aspects of semiconductor expansion is infrastructure.
Advanced semiconductor fabs consume enormous quantities of electricity and water.
As AI demand drives more chip production, the industry will require massive amounts of reliable energy.
Samsung’s long-term Korean investment plans involve enormous semiconductor infrastructure projects, including major expansion around the Yongin cluster and other regions. The company has outlined a potential domestic investment program totaling approximately 2,450 trillion won through 2040, although such long-term plans are subject to changes in market conditions.
The challenge is therefore not simply building a factory.
It is building an ecosystem capable of sustaining that factory for decades.
Samsung’s Texas Expansion Matters Too
Samsung’s strategy is also global.
The company is expanding semiconductor manufacturing in the United States, including its foundry operations in Taylor, Texas.
Its first-quarter outlook indicated plans to continue ramping advanced-node manufacturing and pursue additional customers in areas such as high-performance computing, automotive, and aerospace.
This gives Samsung another strategic advantage.
A geographically diversified manufacturing footprint can help the company respond to customers while reducing dependence on a single production region.
It also places Samsung closer to major American technology customers.
Why the First Half of 2026 Could Be a Turning Point
The significance of
The company is simultaneously experiencing strong AI-related semiconductor demand, reporting record quarterly results, investing heavily in factories, and increasing research spending.
That combination is unusual.
It suggests Samsung believes the current AI semiconductor cycle is not merely a temporary boom.
It is positioning itself for a structural transformation in the technology industry.
The Risk of Overinvestment Cannot Be Ignored
There is another side to the story.
Massive investment creates enormous expectations.
If AI semiconductor demand remains strong, Samsung could benefit tremendously from having expanded early.
But if demand eventually slows, the company could face excess capacity, lower chip prices, weaker returns on capital, and pressure to reduce spending.
The semiconductor industry has historically experienced violent cycles.
Todays shortage can become tomorrows oversupply.
Samsung knows this better than almost anyone.
Samsung’s Advantage Could Be Timing
The strongest argument in favor of
The company is investing while AI demand is still accelerating and while customers are increasingly focused on advanced memory and computing infrastructure.
Waiting until demand becomes obvious to everyone would be more dangerous.
By then, competitors may have already secured capacity, talent, equipment, and customer relationships.
Samsung appears determined to build ahead of demand rather than chase it from behind.
What the Investment Means for Consumers
Consumers may not immediately notice
A smartphone buyer does not see a semiconductor research laboratory.
But the effects eventually reach products.
Better memory can enable more sophisticated AI features.
More efficient processors can improve battery life.
Advanced displays can make foldable devices thinner and more durable.
Improved cameras can benefit computational photography.
New AI technologies can transform how smartphones, televisions, appliances, and computers respond to users.
The research may begin inside a semiconductor laboratory, but its consequences eventually reach living rooms and pockets.
What Undercode Say:
Samsung Is Playing the Long Game
Samsung’s $19 billion first-half R&D spending should not be interpreted as a simple corporate spending story.
It is a declaration of intent.
The company understands that AI is changing the semiconductor industry at a speed that makes yesterday’s advantages less reliable.
Memory Is Becoming Strategic Infrastructure
HBM is no longer merely another memory product.
It has become one of the foundations supporting the AI computing economy.
That makes
R&D Is Becoming a Competitive Weapon
When competitors spend billions to improve manufacturing nodes and AI memory, reducing investment can effectively mean surrendering technological ground.
Samsung appears unwilling to make that trade.
The Scale of Spending Changes the Competitive Equation
Few companies can consistently commit tens of billions of dollars to research and infrastructure.
Samsung can.
That creates a barrier that smaller competitors may struggle to overcome.
But Money Alone Does Not Guarantee Leadership
The semiconductor industry rewards execution.
Research must become usable technology.
Technology must become manufacturable technology.
Manufacturing must become profitable production.
Samsung has to win every stage of that chain.
HBM Could Determine Samsung’s Semiconductor Reputation
The next phase of the memory race will be heavily influenced by HBM.
If Samsung can consistently deliver high-performance HBM at scale, its massive investment could generate enormous returns.
If competitors maintain a technological lead, the same investment could become more difficult to justify.
AI Gives Samsung a New Growth Engine
The AI revolution creates demand across multiple Samsung businesses.
Memory, displays, processors, storage, networking, smartphones, and robotics can all benefit.
That gives Samsung more opportunities to monetize its research.
Samsung’s Vertical Integration Is a Major Advantage
Samsung does not operate as only a chipmaker.
It has semiconductor manufacturing, memory, displays, mobile devices, appliances, networks, and other technology businesses.
That allows discoveries to move across business divisions.
Manufacturing Capacity Matters as Much as Design
The best chip design is worthless if it cannot be manufactured economically at scale.
Samsung’s massive facility investments are therefore a critical complement to its R&D spending.
The Company Is Preparing for Technology Beyond Smartphones
Robotics, automotive electronics, AI infrastructure, and advanced semiconductor manufacturing all appear increasingly important to Samsung’s long-term strategy.
The Galaxy brand remains important, but it is no longer the entire story.
Samsung Is Building Multiple Bets
That diversification is strategically sensible.
If one market slows, another may compensate.
The challenge is making sure those bets do not become a collection of expensive projects without sufficient commercial returns.
AI Could Extend the Semiconductor Investment Cycle
Traditional semiconductor cycles can be brutal.
AI may create a longer investment cycle because demand is coming from data centers, cloud infrastructure, enterprise computing, autonomous systems, and increasingly edge devices.
Infrastructure May Become the Next Bottleneck
Factories require electricity, water, land, equipment, and specialized workers.
Samsung’s ability to secure those resources could become just as important as its ability to develop new chip architectures.
Talent Is Another Critical Asset
Advanced semiconductor research requires highly specialized engineers and scientists.
Samsung’s spending must therefore support not only equipment and laboratories but also the recruitment and retention of global technical talent.
Samsung Cannot Ignore TSMC and SK hynix
Competition is intense.
TSMC remains a critical force in advanced foundry manufacturing, while SK hynix is a major competitor in high-bandwidth memory.
Samsung has to compete on several fronts simultaneously.
The AI Boom Raises the Cost of Falling Behind
A company that loses a major AI customer may not simply lose one product contract.
It can lose years of ecosystem development.
That is why
The Biggest Risk Is Misallocation
The danger is not necessarily spending too much.
It is spending too much in the wrong areas.
Technology markets can change faster than corporate investment cycles.
Samsung Needs Speed
Large organizations can become slow.
Samsung’s challenge is to preserve the advantages of scale without allowing bureaucracy to delay important technologies.
The Financial Position Gives Samsung Room to Experiment
Record results in 2026 give Samsung more capacity to fund long-term projects.
Its second-quarter results showed another record quarter, with 171.5 trillion won in revenue and 89.5 trillion won in operating profit.
R&D Spending Should Be Viewed as an Investment
The $19 billion headline sounds enormous because it is enormous.
But the better question is what percentage of future technology markets Samsung is attempting to capture with that spending.
The Strategy Could Reshape Samsung
If successful, today’s research could define Samsung’s business for the 2030s.
The company could become even more deeply integrated into the global AI hardware supply chain.
Samsung Is Betting Against Complacency
The most dangerous moment for a technology giant is often when it becomes comfortable.
Samsung’s spending suggests the company does not believe its current position is guaranteed.
The Next Decade May Be Decided in Laboratories
Today’s products receive most of the public attention.
Tomorrow’s competitive advantages are being developed years earlier inside research facilities.
Samsung is spending heavily on that future.
The $19 Billion Figure Is Only the Beginning
If the
The final number will matter, but the direction matters more.
Samsung Is Preparing for a Bigger AI Economy
The company appears to believe that AI will require substantially more semiconductor capacity, memory, storage, displays, and specialized hardware.
If that assumption proves correct,
The Real Test Will Come Later
The success of this strategy will not be judged in August 2026.
It will be judged over the next several years.
That is when new factories mature, new memory generations arrive, and customers decide which suppliers they trust.
Samsung Is Buying Time
One of the most valuable things R&D investment can provide is time.
By starting early, Samsung gives its engineers more opportunities to solve difficult technical problems before competitors can establish an irreversible lead.
This Is Bigger Than Galaxy
The most important conclusion is that
Its larger ambition involves becoming a foundational supplier of the technologies that power the AI economy.
Samsung Is Betting on Scale and Innovation Together
The
If that combination works, it could become extremely difficult for competitors to displace.
The Opportunity Is Generational
The AI semiconductor expansion could become one of the largest technology investment cycles in modern history.
Samsung clearly wants a substantial share of it.
But Generational Opportunities Require Generational Discipline
Spending billions is easy compared with turning billions into sustainable technological leadership.
Samsung must maintain investment discipline, product quality, manufacturing efficiency, and customer relationships.
The $19 Billion Is a Signal
Ultimately, the number is a signal to competitors, customers, investors, and governments.
Samsung is not preparing to defend
It is spending aggressively to shape
Deep Analysis: What the Numbers Mean for Samsung’s Technology Strategy
Financial Signal
Samsung’s first-half R&D expenditure of 27.3 trillion won indicates an extraordinary commitment to technological development.
A 51.1% increase from the comparable period shows acceleration rather than simple continuation.
Capital Allocation
R&D and facility spending must be evaluated together.
Research creates intellectual property and technology.
Facilities create the ability to commercialize that technology.
Samsung needs both.
AI Semiconductor Demand
AI accelerators require high-performance memory and advanced packaging.
That makes memory technology increasingly important to the economics of AI infrastructure.
HBM Strategy
Samsung’s HBM4 progress shows that the company is actively targeting the newest generation of AI memory rather than relying exclusively on older products.
Foundry Strategy
Samsung is simultaneously developing advanced manufacturing nodes and expanding its customer base in high-performance computing and other markets.
Long-Term Infrastructure
The
Technical Monitoring
For investors, engineers, and security teams monitoring Samsung-related infrastructure, basic Linux commands can help track system resources when evaluating workloads associated with semiconductor research or AI computing environments.
CPU Monitoring
lscpu
This provides a quick overview of processor architecture, cores, threads, and virtualization capabilities.
Memory Monitoring
free -h
Memory utilization becomes particularly important when workloads involve large AI models and data-intensive simulations.
Process Analysis
top
For deeper process-level analysis:
htop
These tools can reveal CPU and memory-intensive workloads during development and testing.
Storage Analysis
df -h
Large AI datasets, simulation environments, engineering tools, and model checkpoints can require substantial storage capacity.
Disk Performance
iostat -xz 1
This can help identify storage bottlenecks during data-intensive workloads.
Network Analysis
ss -tulpen
Network performance becomes increasingly important when research environments distribute workloads across multiple systems.
System Logs
journalctl -p warning..alert
Monitoring system warnings can help identify infrastructure problems before they interfere with long-running workloads.
Process-Level Investigation
ps aux --sort=-%mem | head
This quickly identifies processes consuming the most memory.
GPU Monitoring
Where NVIDIA hardware is used:
nvidia-smi
This provides visibility into GPU utilization, memory usage, temperature, and running workloads.
Why This Matters
The commands themselves do not explain
At
It depends on enormous computing environments, manufacturing systems, testing infrastructure, data pipelines, and engineering operations.
The Broader Technical Picture
Samsung is effectively investing in an ecosystem.
The semiconductor itself is only one component.
Design tools, manufacturing equipment, packaging, memory, storage, networking, software, AI workloads, and energy infrastructure all interact.
Strategic Conclusion
The $19 billion R&D figure should therefore be viewed as part of a much larger industrial strategy rather than an isolated expense.
Samsung is building the technological and physical infrastructure required to compete in a world increasingly defined by AI.
✅ R&D Spending
The core figure is supported by the reported first-half 2026 disclosure: Samsung spent approximately 27.3 trillion won on R&D, or roughly $19 billion, during January through June. The company had already disclosed plans to invest more than 110 trillion won across facilities and R&D during 2026.
✅ AI and Semiconductor Focus
Samsung’s own 2026 disclosures and earnings materials confirm that AI semiconductors, HBM, advanced manufacturing, and next-generation memory are major investment priorities. Its first-half financial performance also showed exceptionally strong semiconductor and memory results.
⚠️ Long-Term Forecasts
Claims about future semiconductor demand and
Prediction
(+1) Samsung Will Continue Increasing AI Semiconductor Investment
Samsung is likely to maintain aggressive spending on memory, advanced packaging, semiconductor manufacturing, and AI-related technologies as long as demand remains strong.
(+1) HBM Will Remain a Core Strategic Priority
The competition around HBM is likely to intensify, making Samsung’s ability to improve performance, yields, capacity, and customer relationships increasingly important.
(+1) Samsung’s R&D Budget Will Remain Historically High
Even if spending growth eventually slows, Samsung is unlikely to return quickly to the investment levels of previous technology cycles because AI and advanced semiconductor competition require enormous capital commitments.
(+1) Robotics and AI Hardware Will Become More Important
Samsung’s investments in robotics and other future businesses suggest that the company is preparing for markets beyond traditional smartphones and consumer electronics.
(-1) The Strategy Is Not Risk-Free
If AI demand slows sharply or semiconductor capacity expands faster than customer demand, Samsung could face lower returns on its enormous investments.
(-1) Memory Cycles Will Not Disappear
Even the AI boom cannot completely eliminate the cyclical nature of memory markets. Oversupply remains a potential threat whenever manufacturers expand capacity aggressively.
The Bigger Picture
Samsung’s decision to spend roughly $19 billion on R&D during the first half of 2026 tells a story that goes far beyond one company’s financial statement.
It is a story about how quickly technology is changing.
AI has transformed memory from a relatively invisible component into one of the most strategically important technologies in the global computing industry. Advanced semiconductor manufacturing has become a national priority. Robotics is moving closer to commercial reality. Displays continue to evolve. Smartphones are becoming increasingly dependent on on-device intelligence.
Samsung wants to participate in all of it.
The
It shows how much money is required to remain at the technological frontier, but it also shows how intense the competition has become.
For Samsung, the choice appears clear: invest heavily now, develop the technologies that will power the next generation of computing, and build enough manufacturing capacity to capture the resulting demand.
The real test will be whether those billions translate into sustained technological leadership.
If they do, Samsung’s 2026 spending could eventually be remembered not as an enormous expense, but as one of the company’s most important strategic bets.
And if the AI semiconductor revolution continues at anything close to its current pace, the next few years may determine whether Samsung merely remains one of the world’s largest technology companies or becomes an even more indispensable part of the infrastructure powering the global AI economy.
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