金色财经
金色财经|Jun 29, 2026 05:21
[Morningstar: Uncertainty in Potential Capital Expenditures by Samsung and SK Hynix May Weigh on Their Stock Prices] According to a report by Jinse Finance on June 29, Morningstar analyst Jing Jie Yu stated that uncertainty surrounding the potential capital expenditures of Samsung Electronics and SK Hynix might be putting pressure on their stock prices. The two companies are reportedly planning to spend a combined total of approximately 20 trillion KRW over the next decade, nearly double Morningstar's estimated capital expenditure forecast. He noted that this could include SK Hynix's plans to invest in artificial intelligence data centers, with its committed investment in the Yongin wafer fab cluster already estimated at 60 trillion KRW. The analyst pointed out that if SK Hynix's AI data center commitments are separate from its potential capital expenditure plans, the memory chip manufacturer could face significant risks of oversupply, as demand typically weakens in the later years of a capital expenditure cycle.
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