The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Samsung

Capital · deployed

~$36B/yr group capex (TTM KRW 52,521,248M at 1460) — mostly memory/HBM lines; foundry share the minority; Taylor TX fab in flight; + US CHIPS ~$4.7B award (Taylor)

high confidence · as of 2026-07-26 · about Samsung

Sourced figures 2


the working

Threads 1

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Samsung.