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Milestone note Jun 29, 2026

South Korea unveils a $576B AI-chip plan led by Samsung and SK hynix

South Korea unveiled a government-led national plan pledging over $576B across semiconductors, AI data centers and physical AI — anchored by Samsung and SK hynix, who will each build two new HBM-focused fabs. This confirms an earlier ~$646B report (a separate framing of Samsung group capex).

South Korea unveiled a government-led national plan pledging over $576B across semiconductors, AI data centers and physical AI — anchored by Samsung and SK hynix, who will each build two new HBM-focused fabs. This confirms an earlier ~$646B report (a separate framing of Samsung group capex).

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