South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While aiming to boost national capacity, analysts warn of potential oversupply risks if AI spending slows. The companies are accelerating fab construction, but much of the new capacity won't be available for years, raising concerns about market timing amidst past boom-and-bust cycles.

Chip giants poised to announce as much as 2,000 trillion won (S$1.7 trillion) in fresh investments over a ten year period. Read more at straitstimes.com. Read more at…

The announcement would mark President Lee Jae Myung's boldest push yet to align South Korea's AI and chip ambitions with his pledge to narrow regional disparities with a "great…

South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial opportunity to outpace rivals like…