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AI & Enterprise

AI infrastructure investment seen at $800 billion, shaking bitcoin liquidity recovery scenario

A surge in investment in AI infrastructure is emerging as a new growth driver for the U.S. economy but is also seen as a burden for bitcoin, as it could stoke inflation and delay Federal Reserve rate cuts. Goldman Sachs forecasts AI capital spending nearing $800 billion in 2026. Investors see a high chance of rates being held steady at the June FOMC meeting. Bitcoin has fallen below $62,000 and spot ETF outflows have extended to 11 sessions.

Industry

Samsung foundry pins hopes on \'AI factory\' turnkey model to chase TSMC

Samsung Electronics is seeking a turnaround in its foundry business with an \"AI factory\" turnkey model that bundles memory, foundry and packaging. With TSMC\'s 3-nanometre utilisation near 100% and wafer price increases expected, some fabless chip designers are looking to reduce reliance on a single vendor. Samsung says demand for memory-and-foundry turnkey offerings is rising and that 2-nanometre contracts could become visible soon. The second half of the year will be a key test.

Industry

China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits

China’s memory push is moving into high-bandwidth memory, with CXMT seeking mass production of HBM3 and reallocating 20% of capacity, or 60,000 wafers a month, to HBM. While China may struggle to catch up quickly, analysts warn the bigger risk is price disruption as legacy DRAM output shrinks and AI-focused memory expands. TrendForce expects narrowing price gaps between HBM3E and DDR5, potentially squeezing margins below HBM4.