Goldman Sachs
June 30, 2026
Government Doubles Down on AI Support and Price Stabilization
Macro ThematicMacro Economic IndicatorsInformation Technology
The Korean government has unveiled the '3 Mega Projects' initiative to aggressively support AI infrastructure and semiconductors with massive fiscal and public-private funding. Additionally, the government announced a KRW1 trillion price stabilization package to curb inflation through fuel-price cuts and food subsidies.
Key Takeaways
- 1.Korea launched a '3 Mega Projects' initiative focusing on Semiconductors, Physical AI, and AI Data Centers, with total AI-related investments potentially reaching 10% of GDP annually.
- 2.The government is implementing price stabilization measures, including fuel-price cap cuts and food subsidies, to combat inflation.
Table of Contents
- Government Doubles Down on AI Support and Price Stabilization, Funded by AI-Boom Windfalls
- Exhibit 1: Government's 3 Mega Package for long-term AI investment
- Disclosure Appendix
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Authors
Irene ChoiGoohoon Kwon, CFA
Securities
SamsungSK Hynix
Themes
AI Infrastructure Investment
Regions
Asia PacificSouth Korea
