三星和SK集团计划在西南部各建两座晶片厂，总投资达800兆韩元，以快速扩产满足需求；同时，Naver等企业将投入550兆韩元，在2029年前建置8.4吉瓦的AI数据中心，借此带动区域平衡发展。
此项集体投资规模约占南韩2024年GDP的5%，足以媲美微软等巨头与中国的投资预算。在全球各国因国家安全纷纷大力补贴半导体产业之际，南韩正加速扩张以确保供应链领先地位。
The South Korean government is orchestrating investments of at least 1,350 trillion won ($880 billion) from companies including Samsung Electronics and SK Hynix into chips and data centers, a giant digital infrastructure outlay deemed essential for survival in the AI era.
Samsung and SK Group plan to build two chipmaking plants each in the southwest, totaling 800 trillion won, to rapidly expand capacity, while Naver and others will invest 550 trillion won to build 8.4 gigawatts of AI data-center capacity by 2029 to promote balanced regional growth.
This collective investment represents about 5% of South Korea's 2024 GDP, rivaling budgets of hyperscalers like Microsoft and China's tech spending. As global governments in the US, China, and Japan heavily subsidize their chip sectors over national security concerns, South Korea is accelerating capacity expansion.