PVA Tepla: South Korea invests up to 1.3 trillion USD in chip and AI infrastructure. How this chip supplier can benefit!

South Korea's President Lee Jae Myung presented a national semiconductor ecosystem worth over 800 trillion won (approximately 518 billion USD). Samsung Electronics and SK Hynix will each establish two new fabs in the southwest of the country. This initiative is embedded in a Samsung Group commitment of around 1,000 trillion won over ten years, the largest single investment commitment in South Korean history. More than 350 trillion won will flow into AI infrastructure. The publicly-private overall package amounts to up to 2,000 trillion won, approximately...