On-Device AI Drives Chip Supercycle as Samsung Plans More Fabs by 2028

According to Hankyung, Korea Investment Week 2026 opened on May 12, 2026 at The Shilla Seoul, co-hosted by The Korea Economic Daily and Samsung Securities. Investor attention centered on the business strategies of semiconductor companies leading the Korean stock market. Kim Tae-woo, vice president of Samsung Electronics’ DS division, said the spread of on-device AI devices is pushing demand toward high-bandwidth memory, or HBM, while shortages in general-purpose memory such as DRAM and NAND are likely to continue. He said Samsung would build additional fabs by 2028 and strengthen research and development. Park Sung-hyun, CEO of AI chip startup Rebellions, pointed to semiconductors as Korea’s key strength and cited a chip with five times higher energy and power efficiency than Nvidia. More than 1,000 global institutional investors and domestic investment experts attended. Source: hankyung.com