Korea Bets 18 Trillion Won on AI, Boosting Samsung and SK Hynix

South Korea announced an 18 trillion won support package for AI and semiconductors, focusing on memory chips and AI infrastructure. Samsung Electronics and SK Hynix are key beneficiaries, expected to receive tax breaks, R&D subsidies, and infrastructure support. The move reinforces market confidence in the long-term competitiveness of Korea's memory duopoly, lifting short-term sentiment and supporting capex and capacity expansion over the medium term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.