Woofun AI reports that Samsung Group and SK Group have formulated a 10-year capital expenditure strategy totaling approximately 200 trillion Korean won, equivalent to about $1.3 trillion. This initiative aligns with President Lee Jae-myung's "Three Major Leaps Project" industrial framework, with group leaders scheduled to present the plan to the presidential office on Monday afternoon.

The investment will prioritize semiconductor capacity expansion, AI data centers, and physical AI sectors. Specific projects include constructing four to five chip fabs in Gwangju and expanding packaging and NAND capabilities in Chungcheongbuk-do and Chungcheongnam-do. Market reaction was negative, with the KOSPI index declining by 3%, Samsung Electronics dropping 5%, and SK Hynix falling 4.5%. KOSDAQ futures triggered a circuit breaker after rising 6%. Analysts cite concerns over AI capex returns and record-high leverage levels in the Korean stock market as key factors.