AI Capex Surge: $625B Investment Fuels Memory Chip Expansion & Equipment Boom (2026-2027)
The global race to build out artificial intelligence infrastructure is fueling an unprecedented investment boom in the semiconductor industry, particularly in memory chips. A surge in capital expenditure (CAPEX) from tech giants is reshaping the landscape for South Korean component, materials, and equipment (CME) companies, potentially leading to a significant re-evaluation of their market value. … Read more