韓国、2028年までにメモリーチップとヒューマノイドロボットに1兆ドルを賭ける

South Korea is throwing $1 trillion at three bets: memory chips, AI data centers, and humanoid robots hitting assembly lines by 2028. That’s not a rounding error—it’s a national industrial strategy with real deadlines and named corporate partners.

Samsung and SK Hynix Cash In While Supply Burns

Record profits at Samsung and SK Hynix come straight from the AI industry's insatiable appetite for high-bandwidth memory. The flip side: memory chip shortages have pushed consumer electronics prices higher, and this megaproject aims to flood the market with more supply. President Lee Jae Myung framed it bluntly: "Semiconductors, physical AI, and AI data centers are the triple axis for a great leap forward."

Boston Dynamics’ Robots Leave the Lab for Hyundai Factories

Hyundai Motor Company is racing to mass-manufacture humanoid robots developed by its subsidiary Boston Dynamics. The target isn’t sci-fi—it’s taking over laborious tasks in automotive factories and other workplaces. This isn't a pilot program; the announcement ties commercial deployment to a firm 2028 timeline, which puts real pressure on hardware reliability and cost.

What This Actually Enables

The $1 trillion covers both government-led infrastructure and private capital from the chaebols. It’s a coordinated push to lock down the entire AI hardware stack: memory production capacity, data center buildout, and the physical robots that will consume both. If South Korea executes on pace, it reshapes who controls the bottleneck between AI training chips and real-world automation.

Expect Samsung and SK Hynix to break ground on new fabs within the year, and Boston Dynamics to start shipping Atlas-class machines to non-automotive customers by 2030. The clock is ticking.

Source: South Korea to spend $1T on more memory chip production and humanoid robots
Domain: arstechnica.com