{"id":15737,"date":"2026-06-29T16:02:27","date_gmt":"2026-06-29T16:02:27","guid":{"rendered":"https:\/\/8657085.xyz\/?p=15737"},"modified":"2026-06-29T16:02:27","modified_gmt":"2026-06-29T16:02:27","slug":"one-time-opportunity-south-korea-bets-big-on-ai-boom","status":"publish","type":"post","link":"https:\/\/8657085.xyz\/?p=15737","title":{"rendered":"&#8216;One-time opportunity&#8217;: South Korea bets big on AI boom"},"content":{"rendered":"<p> <div style=\"display: grid; grid-template-columns: 300px 160px; gap: 2px; width: 460px; background: #eee; padding: 2px;\">\r\n\r\n  <!-- \u6574\u884c\u5bbd\u5e7f\u544a -->\r\n  <div style=\"grid-column: 1\/-1; width: 460px; height: 250px; background: #ccc; display: grid; place-items: center;\">\r\n  <script async type=\"application\/javascript\" src=\"https:\/\/a.magsrv.com\/ad-provider.js\"><\/script> \r\n <ins class=\"eas6a97888e2\" data-zoneid=\"5876674\"><\/ins> \r\n <script>(AdProvider = window.AdProvider || []).push({\"serve\": {}});<\/script>\r\n  <\/div>\r\n  <div style=\"grid-column: 1\/-1; width: 460px; height: 90px; background: #ccc; display: grid; place-items: center;\">\r\n  <script async type=\"application\/javascript\" src=\"https:\/\/a.magsrv.com\/ad-provider.js\"><\/script> \r\n <ins class=\"eas6a97888e2\" data-zoneid=\"5876676\"><\/ins> \r\n <script>(AdProvider = window.AdProvider || []).push({\"serve\": {}});<\/script>\r\n  <\/div>\r\n\r\n  <!-- \u5de6\u4fa7\u7ad6\u6392 -->\r\n  <div style=\"height: 250px; background: #ccc; display: grid; place-items: center;\">\r\n  <script async type=\"application\/javascript\" src=\"https:\/\/a.magsrv.com\/ad-provider.js\"><\/script> \r\n <ins class=\"eas6a97888e2\" data-zoneid=\"5876672\"><\/ins> \r\n <script>(AdProvider = window.AdProvider || []).push({\"serve\": {}});<\/script>\r\n  <\/div>\r\n  <div style=\"height: 500px; background: #ccc; display: grid; place-items: center;\">\r\n  <script async type=\"application\/javascript\" src=\"https:\/\/a.magsrv.com\/ad-provider.js\"><\/script> \r\n <ins class=\"eas6a97888e2\" data-zoneid=\"5876680\"><\/ins> \r\n <script>(AdProvider = window.AdProvider || []).push({\"serve\": {}});<\/script>\r\n  <\/div>\r\n\r\n  <!-- \u53f3\u4fa7\u6469\u5929\u697c\uff08\u548c\u5de6\u4fa7\u5b8c\u5168\u5bf9\u9f50\uff09 -->\r\n  <div style=\"grid-row: 3\/5; height: 750px; background: #ccc; display: grid; place-items: center;\">\r\n  <script async type=\"application\/javascript\" src=\"https:\/\/a.magsrv.com\/ad-provider.js\"><\/script> \r\n <ins class=\"eas6a97888e2\" data-zoneid=\"5876678\"><\/ins> \r\n <script>(AdProvider = window.AdProvider || []).push({\"serve\": {}});<\/script>\r\n  <\/div>\r\n  \r\n  <script async type=\"application\/javascript\" src=\"https:\/\/a.magsrv.com\/ad-provider.js\"><\/script> \r\n <ins class=\"eas6a97888e6\" data-zoneid=\"5876682\"><\/ins> \r\n <script>(AdProvider = window.AdProvider || []).push({\"serve\": {}});<\/script>\r\n<\/div><br \/>\n<\/p>\n<div style=\"padding-right:0;padding-left:0\">\n<p>Huge demand for the components that power artificial intelligence presents South Korea with an opportunity to bolster its chip industry against rivals such as China, analysts say.<\/p>\n<p>Seoul announced Monday massive investments, including for new semiconductor factories and AI data centres, led by South Korean chipmakers.<\/p>\n<p>AFP looks at what has driven South Korea\u2019s AI boom, and where it could be heading:<\/p>\n<p>\u2013 Sky-high profits \u2013<\/p>\n<p>Three companies dominate the global market for producing advanced memory chips that help power AI systems: US giant Micron, and South Korea\u2019s Samsung Electronics and SK hynix.<\/p>\n<p>Their profits and share prices have soared to dizzying heights, as governments and tech companies plough hundreds of billions of dollars into training and running AI tools.<\/p>\n<p>\u201cAI has not only provided big demand, it has also created shortages, and that has driven price escalation,\u201d Jim Handy, semiconductor expert at Objective Analysis, told AFP.<\/p>\n<p>Spiralling prices for memory and storage chips are being passed on to consumers \u2014 with Apple this month hiking the cost of MacBooks and iPads.<\/p>\n<p>The boom has also fuelled worker demands over pay packages, with Samsung averting a major strike in May by agreeing a deal on bonuses with its largest union.<\/p>\n<p>\u2013 Chinese competition \u2013<\/p>\n<p>South Korea has pledged to triple spending on AI this year, aiming to join the United States and China as one of the world\u2019s top AI powers.<\/p>\n<p>With China in particular racing to develop its tech industry,\u00a0Seoul sees the boom period as a \u201cone-time opportunity\u201d to close the gap, said Lian Jye Su, a chief analyst at Omdia.<\/p>\n<p>\u201cIts the perfect time\u201d for South Korea to leverage its strategic advantage and make investments as \u201cthe AI boom might die down\u201d and demand could regress, he told AFP.<\/p>\n<p>The Financial Times reported Saturday that Apple is seeking to buy memory chips from Chinese manufacturer CXMT \u2014 a company poised to benefit from shortages, along with Taiwanese rivals. AFP has approached Apple and CXMT for comment.<\/p>\n<p>Although Chinese firms benefit from lower labour costs and big domestic demand, there could be limits to the country\u2019s tech growth, Su said.<\/p>\n<p>\u201cPeople are less keen to\u2026 (become) overly reliant\u201d on Chinese silicon, a factor that Korean vendors like Samsung now want to \u201cdouble down on\u201d.<\/p>\n<p>\u2013 Innovation imperative \u2013<\/p>\n<p>Established Asian chipmakers can capitalise on the AI boom, partly because they remain innovative, Handy said.<\/p>\n<p>\u201cThis gives them profitability that helps to produce a moat between them and smaller firms\u201d who cannot maintain the same level of spending and research investment, he said.<\/p>\n<p>With Monday\u2019s announcements, South Korean chipmakers want to use their current abundant cash to help diversify their offerings, Su added.<\/p>\n<p>That can help them avoid becoming too dependent on the current hot sector \u2014 memory chips \u2014 in what economists call a \u201cDutch disease\u201d, referring to the negative effect of a temporary upswing in the price of one commodity.<\/p>\n<p>\u2013 Boom or bubble? \u2013<\/p>\n<p>The head-spinning speed of growth in the sector \u2014 Samsung\u2019s share price has risen more than 430 percent over the past year, with SK hynix\u2019s up 770 percent \u2014 has raised concern over how long the AI boom can last.<\/p>\n<p>Some analysts such as Su are optimistic that demand will stay buoyant, given the deepening integration of AI tools into business operations.<\/p>\n<p>For memory chips, \u201cthere\u2019s little to stop price rises until they impact end markets,\u201d Handy said.<\/p>\n<p>\u201cIf prices rise too high then markets move to another technology or disappear altogether,\u201d he explained.<\/p>\n<p>\u201cWe\u2019re not there yet.\u201d<\/p>\n<p>burs-kaf\/ami<\/p>\n<\/div>\n<p><!-- \u603b\u5bb9\u5668\uff1a\u6700\u5927\u5bbd908px Grid\u7d27\u51d1\u5e03\u5c40 -->\r\n<div style=\"display: grid; 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display:grid; place-items:center;\">\r\n\t\r\n<!-- JuicyAds v3.0 -->\r\n<script type=\"text\/javascript\" data-cfasync=\"false\" async src=\"https:\/\/poweredby.jads.co\/js\/jads.js\"><\/script>\r\n<ins id=\"1114303\" data-width=\"125\" data-height=\"125\"><\/ins>\r\n<script type=\"text\/javascript\" data-cfasync=\"false\" async>(adsbyjuicy = window.adsbyjuicy || []).push({'adzone':1114303});<\/script>\r\n<!--JuicyAds END-->\r\n\t<\/div>\r\n  <\/div>\r\n\r\n  <!-- \u53f3\u4fa7\u7ad6\u680f\uff1a160\u00d7600 \u6574\u5217\u9ad8\u5e7f\u544a -->\r\n  <div style=\"grid-row:3\/8; height:600px;  display:grid; place-items:center;\">\r\n    <!-- JuicyAds v3.0 -->\r\n<script type=\"text\/javascript\" data-cfasync=\"false\" async src=\"https:\/\/poweredby.jads.co\/js\/jads.js\"><\/script>\r\n<ins id=\"1114301\" data-width=\"160\" data-height=\"600\"><\/ins>\r\n<script type=\"text\/javascript\" data-cfasync=\"false\" async>(adsbyjuicy = window.adsbyjuicy || []).push({'adzone':1114301});<\/script>\r\n<!--JuicyAds END-->\r\n  <\/div>\r\n\r\n<\/div><br \/>\n<br \/> &#8216;One-time opportunity&#8217;: South Korea bets big on AI boom<br \/>\n<br \/>#Onetime #opportunity #South #Korea #bets #big #boom<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Huge demand for the components that power artificial intelligence presents South Korea with an opportunity&#8230;<\/p>\n","protected":false},"author":1,"featured_media":15738,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[4403,152,6045,1036,13459,8575,22],"class_list":["post-15737","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stories","tag-bets","tag-big","tag-boom","tag-korea","tag-onetime","tag-opportunity","tag-south"],"featured_image_urls":{"full":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",768,512,false],"thumbnail":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b-150x150.jpg",150,150,true],"medium":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b-300x200.jpg",300,200,true],"medium_large":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",640,427,false],"large":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",640,427,false],"1536x1536":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",768,512,false],"2048x2048":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",768,512,false],"covernews-slider-full":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",768,512,false],"covernews-slider-center":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b-768x500.jpg",768,500,true],"covernews-featured":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b.jpg",768,512,false],"covernews-medium":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b-540x340.jpg",540,340,true],"covernews-medium-square":["https:\/\/8657085.xyz\/wp-content\/uploads\/2026\/06\/97077bddbbed0b72c813ea1e63365ba0e4ead59b-400x250.jpg",400,250,true]},"author_info":{"display_name":"admin","author_link":"https:\/\/8657085.xyz\/?author=1"},"category_info":"<a href=\"https:\/\/8657085.xyz\/?cat=7\" rel=\"category\">Stories<\/a>","tag_info":"Stories","comment_count":"0","_links":{"self":[{"href":"https:\/\/8657085.xyz\/index.php?rest_route=\/wp\/v2\/posts\/15737","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/8657085.xyz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/8657085.xyz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/8657085.xyz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/8657085.xyz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15737"}],"version-history":[{"count":0,"href":"https:\/\/8657085.xyz\/index.php?rest_route=\/wp\/v2\/posts\/15737\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/8657085.xyz\/index.php?rest_route=\/wp\/v2\/media\/15738"}],"wp:attachment":[{"href":"https:\/\/8657085.xyz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/8657085.xyz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/8657085.xyz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}