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South Korea Commits $1.3 Trillion Over 10 Years to Compete in AI Chip Race with Terafab
Discussion of Korea's massive national investment in semiconductors framed explicitly as a response to compete with Terafab-scale AI compute ambitions.
Read as thread →"韩国十年投入 1.3 万亿美元, 真是大手笔. 这是要和 TeraFab 竞争啊."
— @chaojidigua
Key Points
- Korea seen as mounting large-scale counter to Terafab
- Questions raised on timing and necessity of terawatt-scale compute
- Analogy to historical overbuild of power infrastructure