By far the most interesting Semiconductor Company

Samsung did not respond to the shortage in memory and the subsequent increase in memory pricing immediately. The company did not increase fixed capital investments above the replacement level in the first few quarters of 2016. This might have been a careful response to Galaxy self-ignition problems or a lack of belief in the duration of the memory boom. If the management team of Samsung doubted last year, they are on fire in 2017. Samsung requires a capital investment of approximately 4.2B$ a quarter to maintain the current activity level. In Q2 2017, they increased the investments to over 10B$. If sustained it would mean an increased capacity level of 152%. Not all of this investment is in semiconductors, but it is fair to assume it takes the lions share.

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