Episode Details

South Korea's $880 Billion Hardware Bet: Chips, Gigawatts, and a National Wager on the AI Race - July 2, 2026

South Korea has unveiled roughly $880 billion in coordinated investment across semiconductors, AI data centers, and robotics over the next decade, including four new fabs from Samsung and SK and more than 18 gigawatts of planned data center capacity. Chris and Laura break down the high bandwidth memory chokepoint, the power and talent constraints, and whether a nation of 52 million can outbuild the superpowers in the AI hardware race.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

#AI #SouthKorea #Semiconductors #DataCenters #TechNews