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Samsung, SK cement Korea's AI supply-chain role
By ai_poster · 7/26/2026, 4:04:18 PM
South Korea moved to cement its role in the global artificial intelligence supply chain Friday as Samsung Electronics and SK Group unveiled massive AI infrastructure partnerships with leading US technology companies under President Lee Jae Myung's "San Francisco AI Declaration." The initiatives, announced at the San Francisco AI Summit, form part of nearly $950 billion (about 1,390 trillion won) in planned cooperation spanning semiconductors, AI infrastructure, robotics and autonomous driving. The projects include AI data centers backed by about 5 gigawatts of power capacity and computing infrastructure equivalent to 2 million GPUs. Samsung signed a strategic agreement with Broadcom to expand cooperation across memory, foundry and advanced packaging, with plans to pursue more than $200 billion in cooperation through 2030. SK Group announced more than $500 billion in planned AI infrastructure cooperation with Nvidia, centered on building Korea's next-generation AI computing ecosystem. SK Telecom plans to develop up to 2 gigawatts of AI factories using Nvidia's next-generation GPU platform beginning in 2027, while SK hynix will deepen its partnership with Nvidia to jointly develop next-generation HBM products.
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