June 26 Investor Briefing CFO Anat Ashkenazi

Korean Alpha EN (@korean_alpha_en), Jul 23, 2026, 05:30 UTC

June 26 Investor Briefing CFO Anat Ashkenazi • CapEx in 2026: USD 180-190 billion • CapEx in 2027 will increase ‘significantly’ compared to 2026 Q1 CapEx • 35.7B Q2 CapEx • 44.9B Accumulated in the first half of the year • About 80.6B July 26 2Q Misfire Capex Guidance • Capex in 2026 = 180-190 billion => $195-205 billion (upward) • Capex in 2027 = will increase ‘significantly’ compared to 2026 (maintained)

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