South Korea Makes a Bold Move to Become an AI Semiconductor Hub… How Far Has Supply Chain Cooperation with U.S. Big Tech Come?
The focus of the AI competition is rapidly shifting from model performance to infrastructure and supply chains. This is because, no matter how advanced an AI model may be, it is difficult to significantly scale up services without the support of high-performance semiconductors, data centers, a stable power supply, and critical minerals. Against this backdrop, on August 2, Yonhap News summarized President Lee Jae-myung’s tour of San Francisco and three South American countries, highlighting AI cooperation with U.S. Big Tech and South American critical minerals. He cited the expansion of the supply chain as a major achievement. The structure of this visit was





