Chip Giants Rejected an $18.7 Billion Power Bill Before the Fabs Even Open
KEPCO asked Samsung and SK Hynix to prepay 25 trillion won for electricity infrastructure serving planned mega-clusters, exposing who bears the grid cost of the AI chip race.
What changed, why it matters, and what most people may be overlooking.
KEPCO asked Samsung and SK Hynix to prepay 25 trillion won for electricity infrastructure serving planned mega-clusters, exposing who bears the grid cost of the AI chip race.
Cumulative exports reached $709.4 billion by September 5, exceeding all of 2025, as semiconductor shipments surged 169.6%—a record that also exposes the economy to one powerful cycle.