Samsung is reportedly planning a $650 billion, 10-year investment in semiconductors, HBM/DRAM, and AI infrastructure, while SK Hynix is developing its own long-term capex plan. While the quoted sentiment is bullish for Korean ecosystem suppliers and small-cap semicaps, the primary author notes that memory average selling prices (ASPs) have actually declined as hyperscalers delay capex. This national strategy focuses on batteries, displays, and robotics to establish Korea as a global semiconductor manufacturing hub.