Technology & Cyber
SK Hynix’s record quarter reinforces global AI investment despite volatility
AI memory demand, long-term customer contracts and hyperscaler spending point to continued infrastructure expansion
South Korea plans for lower gas demand while preparing for higher LNG use
Seoul forecasts declining baseline consumption but keeps a higher planning scenario as AI demand remains uncertain
South Korea’s AI ambitions depend on who captures value after San Francisco
AMD deal expands Seoul’s AI strategy, but long-term success depends on turning infrastructure into domestic innovation
South Korea’s oil squeeze, Seoul mayor ruling and KNDA breach — Ep. 142
Middle East turmoil raises costs for Seoul as Mayor Oh Se-hoon appeals conviction and diplomats’ data is exposed
Why South Korea’s defense export success may not translate into drone dominance
Cheap military drones demand new supply chains, financing models and manufacturing economics unlike traditional weapons
South Korea’s drone buildup may outpace the networks needed to fight with it
The military is expanding procurement, but experts say integration, specialist units and defenses are lagging behind
South Korea bets on an investment state to power its post-chip economy
Lee’s growth strategy channels public capital into strategic industries, raising questions about governance and returns
South Korea shifts from industrial vision to execution in new growth strategy
Government ties fiscal, financial and regulatory reforms into a common framework to raise long-term growth
Lee Jae Myung links chip tax windfalls to South Korea’s AI investment drive
Future Response Fund gives Three Mega Projects fiscal backbone even as investors reassess technology valuations
South Korea’s AI chip boom faces challenges beyond semiconductor demand
BOK sees AI demand extending the chip cycle, but markets are questioning the economics behind the companies driving it













