Investment in AI Semiconductors and Strategy to Expand the Galaxy AI Ecosystem On March 18, 2026, Samsung Electronics clearly demonstrated its ambition to leap to the center of the technology industry by extensively announcing its future strategy centered on artificial intelligence (AI) technology at its general shareholders' meeting. The core of this announcement was securing leadership in AI semiconductors and expanding the Galaxy AI ecosystem, which is expected to strengthen continuous competitiveness in the global market and bring innovation across daily life and various industries. Samsung Electronics' strategy is noteworthy for undertaking large-scale innovation encompassing semiconductors, mobile, home appliances, and automotive electronics, all centered around Agentic AI. TM Roh, President of Samsung Electronics, stated at the shareholders' meeting that the company would lead the market by innovating all products and services with AI, focusing on Agentic AI. Agentic AI is a next-generation artificial intelligence technology that understands user intent, makes its own judgments, and acts accordingly, signifying a system that actively solves problems beyond simple command execution. According to the Galaxy AI expansion plan announced at this shareholders' meeting, Samsung aims to double the scale of Galaxy AI devices from 400 million units in 2025 to 800 million units by 2026. This signifies the application of AI technology expanding from smartphones to home appliances, TVs, medical devices, and automotive electronics, providing consumers with a more intuitive and innovative user experience. Recently, AI technology has garnered significant global attention, with numerous companies accelerating advanced technology development. Amidst global competition, Samsung's announcement of massive investments in AI semiconductors demonstrates its strong commitment to maintaining leadership in the world market. Specifically, Samsung Electronics' strategy aims not just at AI semiconductor development but at comprehensively advancing the entire AI ecosystem. The core involves integrating AI functionalities more broadly into the existing Galaxy lineup and promoting the expansion of smart home appliances and the IoT ecosystem. This is expected to enhance user experience and further elevate the value of the Samsung brand in the global market. Samsung Electronics also plans to significantly expand its facility investments to respond to changes in the semiconductor industry. According to the shareholders' meeting announcement, Samsung's semiconductor facility investment is set to increase from the previous 46.3 trillion won to 47.5 trillion won, an move analyzed as reflecting the explosively growing demand for AI semiconductors in the market. Conversely, facility investment in the display business is decreasing, clearly indicating that the company's strategy is prioritizing high-performance memory and foundry (contract semiconductor manufacturing) sectors. This is because, in the AI era, as demand for high-performance semiconductors surges, memory and foundry competitiveness are emerging as core corporate strengths. Particularly, competition for HBM (High Bandwidth Memory), specialized for AI systems, is intensifying in the global market. HBM is a high-speed memory solution essential for AI computing and large-scale data processing, establishing itself as a core component in the AI semiconductor market. At the shareholders' meeting, it was explained that Samsung Electronics and Micron are fiercely pursuing SK Hynix, which had an early lead in the HBM market, to form a 'three-way competition'. Samsung Electronics is concentrating all its capabilities on HBM technology development and market share expansion, a strategic choice to secure core competitiveness in future industries such as AI and autonomous driving. Beyond HBM technology, Samsung Electronics' expansion of its AI ecosystem is becoming an essential part of the digital transformation era. Amidst a rapid global increase in data processing, the importance of AI semiconductors is growing even further. With global IT giants like Google, Apple, and Amazon investing massive funds in AI technology development, Samsung's actions are seen as proof that Korea stands at the forefront of this technological competition. The AI semiconductor market is expected to grow rapidly in the coming years, and Samsung Electronics' efforts to secure leadership are interpreted as a proactive response to these market changes. HBM Technology Competition and Samsung's Performance in the Global Market Samsung Electronics' announced policy to expand AI application across all business areas presents a concrete and feasible roadmap. In the TV sector, AI-based picture quality enhancement and sound optimization technologies will be applied, while in home appliances, smart devices that learn user lifestyle patterns to automatically create optimal environments will be expanded. In automotive electro
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