Woofun AI reports that Morningstar analyst Jing Jie Yu stated uncertainty regarding capital expenditures by Samsung Electronics and SK Hynix may exert downward pressure on their stock prices. The analyst indicated that total capex for these firms over the next decade could reach approximately 2000 trillion won, nearly double Morningstar's current estimates. This figure encompasses SK Hynix's investments in artificial intelligence data centers, with committed spending at the Yongin wafer factory complex already estimated at 600 trillion won. Yu noted that if SK Hynix's AI data center commitments and planned capex are distinct initiatives, memory chip makers could face significant oversupply risks as market demand typically declines toward the end of a capex cycle.