Two supply-chain shifts just changed the math for anyone with operations tied to Korea.
Seoul Economic Daily reports Samsung Electronics secured the most favorable long-term memory supply terms among global producers, capping price cuts at 5% quarterly with no cap on increases, as DRAM prices hit their highest level since 2016. Separately, at least 13 US states have repealed data-center tax exemptions, potentially raising gigawatt-scale buildout costs from $40 billion to $43 billion. HD Hyundai Heavy Industries also booked $2.449 billion (~3.5 trillion won) in engine orders in H1 2026, partly from AI data-center power demand.
Sources:
- Samsung Secures Most Favorable Terms in Global Memory Supply Deals — Seoul Economic Daily, Aug 3, 2026
- US States Repeal Data-Center Tax Breaks Amid Public Backlash — Seoul Economic Daily, Aug 3, 2026
- HD Hyundai Heavy Industries Books Record Engine Orders on AI Power Demand — Seoul Economic Daily, Aug 3, 2026
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Tags:
#SupplyChain #Samsung #DataCenters #CorporateKorea #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA
