Samsung and SK are reported to be investing approximately ₩1,300 trillion (on the order of US$880bn–1tn) over ten years, spanning semiconductor clusters, AI data centers, and robotics — the private-sector engine inside Korea's national AI strategy.
The commitment coincides with the government's own trillion-dollar program, creating a coordinated public-private capital deployment with few precedents outside wartime industrial mobilization.
The strategic read: Korea's two champions are converting memory-cycle profits into permanent AI infrastructure, betting that the HBM windfall funds a durable position across the full compute stack — silicon, systems, and the facilities that house them.