总统李在明于6月29日宣布，三星电子与SK海力士将共同投入800万亿韩元，用于建设一个全新的半导体产业集群。此举是聚焦于半导体、实体人工智能及人工智能数据中心三大超级项目的一部分。
李在明总统强调，龙仁与平泽的现有设施已达到产能极限，并呼吁在西南部地区建立一个新的生产集群。三星承诺总投资额为2655万亿韩元，SK集团承诺投资2100万亿韩元，其中部分资金将投向光州和全罗道地区。
执政党共同民主党对这些项目表示欢迎，称其为新的经济增长引擎。主要反对党国民力量党则批评这些项目具有政治动机。
政府承诺提供包括电力和水供应在内的基础设施支持，并承诺简化行政审批程序。李在明赞扬了三星集团董事长李在镕和SK集团董事长崔泰源，称他们为国家英雄。
社交平台X上的初步反应凸显了李在明总统宣布的韩国半导体和人工智能投资规模之大。舆论反响不一，既有对全球竞争力提升的乐观情绪，也有因资本支出担忧导致的股价下跌，以及对政治动机和湖南地区执行风险的质疑。
President Lee Jae Myung announces "unprecedented" 800 trillion won ($520 billion) investment plan with Samsung Electronics & SK Hynix to expand chipmaking capacity in South Korea to stay competitive in global AI intelligence race.
— Tamal Bandyopadhyay (@TamalBandyo) 2026年6月29日
Public-private project will feature construction…
🚨 SOUTH KOREA JUST UNVEILED $650 BILLION IN AI AND CHIP SPENDING.
— Bull Theory (@BullTheoryio) 2026年6月29日
Samsung and SK Hynix announced a combined investment plan that could top 1,000 trillion won ($650 BILLION) over the next decade, alongside President Lee Jae Myung's push for balanced regional growth.
Here's the… pic.twitter.com/CXivLBpK2F
THE HONAM CHIP BATTLE: SAMSUNG, SK HYNIX AND A ₩800T POLITICAL FIRESTORM
— Antfeed (@antfeedapp) 2026年6月29日
TLDR: Korea’s biggest new semiconductor plan is no longer just about AI capacity. Samsung Electronics and SK Hynix announced a ₩800 trillion ($518 billion) southwest Korea chip cluster, but the debate is… pic.twitter.com/JGYa1xBIUX
South Korea drops $576B AI-chip plan
— Kipchilis (@cotu254) 2026年6月29日
President Lee Jae Myung unveiled a “great leap forward” with Samsung + SK Hynix: 800 trillion won / ∼$518B for 2 new fab sites each in the southwest, plus 81T won for a chip packaging cluster.
🚨 The 800 Trillion Won AI Bet South Korea has just unveiled one of the largest coordinated national industrial strategies of the AI era—a staggering 800 trillion won (US$518 billion) manufacturing blueprint centered on Samsung Electronics and SK hynix.
— Rudy Watson (@1RudyWatson) 2026年6月29日
This is not a routine…
由 AI 报道 AI 生成的图像
President Lee Jae Myung is set to unveil large-scale investment plans on Monday for semiconductors, physical AI and AI data centers, including a new chip cluster.
President Lee Jae Myung met Samsung Electronics Chairman Lee Jae-yong on Thursday at Cheong Wa Dae to discuss regional semiconductor investments, including a possible chip cluster in the southwestern Honam region.
由 AI 报道
Nvidia CEO Jensen Huang wrapped up his South Korea visit on June 9, emphasizing broader AI ecosystem cooperation. The trip produced multiyear partnerships with SK hynix and Samsung Electronics, plus discussions on physical AI.
The Kospi has crossed 8,000 for the first time under President Lee Jae Myung, driven by semiconductor gains and government reforms.
由 AI 报道
Labor talks between Samsung Electronics and its union broke down on Wednesday, heightening fears of a strike scheduled for May 21. The presidential office vowed to support further dialogue.