South Korea to spend $1T on more memory chip production and humanoid robots(arstechnica.com)
251 points by jnord 21 hours ago | 193 comments
tl;dr: South Korea is committing $1 trillion to three megaprojects: $585B from Samsung and SK Hynix to double DRAM production via new fabs, $357B from SK Group, GS, and Naver for AI data centers, and a physical AI push including Hyundai's plan to mass-produce 30,000 Boston Dynamics Atlas robots annually by 2028. The plans face hurdles, including massive electricity and water demands, multi-year fab construction timelines, and pushback from Hyundai's labor union, which just approved a potential strike over robot deployment.
HN Discussion:
  • Skepticism about humanoid form factor as the optimal robot design
  • Concern that memory fab expansion will lead to commodity overcapacity and bust cycles
  • ~Lumping memory chips with humanoid robots conflates a safe bet with a speculative one
  • Humanoid robot investment may be a response to South Korea's demographic crisis
  • Questioning why Germany missed out on semiconductor manufacturing despite having all prerequisites