# South Korea Announces $880 Billion 10-Year AI Chip and Robotics Investment Plan

> South Korea has laid out one of the largest national AI bets yet, a roughly $880 billion, or 1,350 trillion won, program spread over ten years to build out semiconductors, data centers, and humanoid robots. The plan pools government and corporate money, with about $518 billion earmarked for four new chip fabs run by Samsung and SK Hynix, and another $550 billion from companies including Naver to stand up 8.4 gigawatts of AI data center capacity by 2029. The robotics ambition is just as bold: commercializing humanoid robots across ten industries by 2028 and lifting the country's share of that market from 1 percent to 20. President Lee Jae Myung has framed the package as a national response to an AI infrastructure arms race that is increasingly measured in gigawatts and fabs rather than clever algorithms. It is a reminder that the AI contest is no longer just between labs, but between countries willing to spend at sovereign scale to own the physical layer, the chips, power, and machines, that everything else runs on.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: GuruFocus · Published Thursday, July 9, 2026_

## Wortins' read

South Korea has laid out one of the largest national AI bets yet, a roughly $880 billion, or 1,350 trillion won, program spread over ten years to build out semiconductors, data centers, and humanoid robots. The plan pools government and corporate money, with about $518 billion earmarked for four new chip fabs run by Samsung and SK Hynix, and another $550 billion from companies including Naver to stand up 8.4 gigawatts of AI data center capacity by 2029. The robotics ambition is just as bold: commercializing humanoid robots across ten industries by 2028 and lifting the country's share of that market from 1 percent to 20. President Lee Jae Myung has framed the package as a national response to an AI infrastructure arms race that is increasingly measured in gigawatts and fabs rather than clever algorithms. It is a reminder that the AI contest is no longer just between labs, but between countries willing to spend at sovereign scale to own the physical layer, the chips, power, and machines, that everything else runs on.

## Source

[Read the full story at GuruFocus](https://www.gurufocus.com/news/8935689/south-korea-unveils-880-billion-ai-and-chip-investment-push)

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