Samsung has officially unveiled one of the largest long-term corporate investment plans in its history, committing 2,655 trillion won (around $1.9 trillion) in domestic spending through 2040 as part of South Korea’s broader industrial strategy centered on semiconductors, artificial intelligence, and advanced manufacturing. The announcement was made during President Lee Jae-myung’s “Three Mega Projects for a Great Leap Forward in Korea” briefing.
The investment spans Samsung Electronics and several Samsung affiliates, covering semiconductor manufacturing, AI infrastructure, displays, batteries, biopharmaceuticals, robotics, and other future growth businesses. The company said the plan is designed to strengthen South Korea’s global competitiveness while supporting balanced regional development.
Semiconductor expansion takes center stage
Semiconductors account for the largest share of Samsung’s investment roadmap.
Samsung Electronics plans to invest 2,030 trillion won in expanding its semiconductor clusters in Yongin and Pyeongtaek, while allocating another 400 trillion won to establish new semiconductor manufacturing facilities in Gwangju. An additional 56 trillion won has been earmarked for high-bandwidth memory (HBM) production facilities in Cheonan and Onyang.
The company also plans to accelerate next-generation chip technologies, including advanced memory and foundry manufacturing, as AI workloads continue driving demand for higher-performance semiconductors.
Those investments form part of South Korea’s broader effort to reinforce its leadership in the global semiconductor supply chain, where Samsung remains one of the world’s largest memory chip manufacturers.
AI infrastructure and future industries
Beyond chip production, Samsung’s roadmap includes significant investments in AI-related infrastructure and emerging technologies.
The company plans to expand AI data center capabilities while continuing development across displays, rechargeable batteries, robotics, medical technology, and other strategic businesses. Samsung said the investments are intended to create new growth engines while supporting industries expected to play a larger role over the next decade.
The announcement comes as governments and technology companies worldwide increase spending on AI infrastructure, with demand for high-performance computing driving fresh investment across semiconductor manufacturing and data center construction.
Part of a broader national strategy
Samsung’s announcement aligns with the South Korean government’s industrial roadmap unveiled alongside the investment plan. The strategy includes new semiconductor production hubs, AI data center expansion, and robotics initiatives to strengthen the country’s position in advanced technologies while encouraging economic growth outside the Seoul metropolitan area.
Samsung is not alone in the initiative. SK Group also announced major long-term investments as part of the government’s semiconductor and AI strategy, underscoring the scale of South Korea’s ambitions in the sector.
While the figures span roughly 15 years rather than reflect immediate spending, the commitment illustrates how rapidly AI is reshaping capital investment across the technology industry. Execution timelines, market demand, and board approvals will ultimately determine how quickly each phase of Samsung’s plan moves from announcement to construction, particularly as competition intensifies in AI memory, advanced logic chips, and hyperscale infrastructure.
