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Seoul Bets Big: What South Korea’s $518 Billion Semiconductor Gamble Means For Global Tech Companies
South Korea has unveiled an unprecedented $518 billion semiconductor cluster initiative, backed by Samsung and SK Group, targeting leadership across the entire AI technology stack from chips to robotics. The government is streamlining infrastructure and permitting while corporations provide the capital, compressing construction timelines from the 2040s to the mid-2030s. This coordinated industrial policy creates immediate legal, governance, and strategic implications for companies with Korean supply-chain e
South Korea
Strategy