2026-06-29
The Korea Times
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South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035
President Lee Jae Myung speaks during a public briefing on the government's three flagship mega projects at Cheong Wa Dae in Seoul, Monday.
2026-03-17
Bloomberg
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SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+
A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production …
2025-11-01
Reuters
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Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group
U.S. semiconductor leader Nvidia (NVDA.O) on Friday said it will supply more than 260,000 of its most advanced AI chips …
2024-07-01
Bloomberg
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SK Hynix plans to invest ~$75B in chips through 2028, allocating ~80%, or ~$60B, to manufacturing HBM chips, as part of the parent company SK Group's bet on AI
hopes for AI business boost DigiTimes : SK Hynix aims to lead HBM Market for AI Chips, invests $75 Billion by 2028 Aamir Sheikh / Cryptopolitan : Korea's SK Group will invest $58 billion in AI chip ma...
2023-11-16
Bloomberg
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AI chip startup Sapeon, backed by South Korean conglomerate SK Group, unveils the Sapeon X330, claiming 4x the X220's performance, for mass H1 2024 production
Yoolim Lee / Bloomberg :
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