Samsung Electronics said at its first-quarter 2026 earnings conference call on the 30th that "first-quarter facility investment was 11.2 trillion won, down 9.2 trillion won from the previous quarter."
By segment, the DS (semiconductor) division accounted for most at 10.2 trillion won, with displays and other divisions making up the rest.
Samsung Electronics said, "For memory, investment execution related to the introduction of a new clean room at the Pyeongtaek site at the end of last year was reflected in advance, reducing investment expenditure from the previous quarter," adding, "However, based on the new fab and clean-room space, this year's equipment investment using that space will expand, and overall capex (CAPEX) is also expected to increase significantly." It added, "Through this, we will strengthen the sustained growth and operational efficiency of the memory business."
On the foundry business, it explained, "Investment expenditure decreased from the previous quarter due to a base effect from major infrastructure investment for the Taylor fab in the United States in the fourth quarter of 2025," adding, "Investment to ramp up the Taylor fab will begin in the second quarter and continue through this year."
The display division said, "With investment in the 8.6‑generation line completed, investment is underway focused on reinforcing existing lines."
On the annual investment plan, it added, "To respond to expanding AI demand, this year's capex will increase significantly from last year," and "to secure technology leadership, we will expand investment in next‑generation processes and core element technologies, and respond flexibly to rapidly changing market conditions by strengthening strategic hubs and securing additional infrastructure."