Korea still riding AI investment supercycle, but risks are building - The Korea Times

- South Korea continues to benefit from a global AI investment supercycle as U.S. hyperscalers, or large-scale cloud service providers, invest hundreds of billions of dollars into the region.
- The South Korean government plans to redirect tax windfalls from the semiconductor industry into a new Future Fund to sustain long-term growth.
- Diversifying investments is critical because other sectors, including power grids, shipbuilding, and military stockpiles, now require heavy capital spending as global conflicts resolve.
- Market stability depends on whether Korea can balance its AI dominance with the rising need to rebuild inventories of key commodities and rare-earth industries.
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