According to external sources, the Republic of Korea has advanced a large-scale expansion of the AI chip, which is yet another indication that global high-risk funding continues to flow to AI infrastructure on a priority basis rather than to encrypted assets. The article links this change to the continued outflows of real bitcoin ETF in the United States, the weakening of currency prices and the shift of mining to AI hosting, arguing that new funding is still lacking in the encryption market for the short term.
Korea Chip Investment Speed
Samsung Electronics and SK Hercules indicated that they planned to build four new crystal-crystal plants in south-west Korea, with a total investment of about $80 trillion, or about $51.8 billion. The plan is part of the Republic of Korea ' s ability to upgrade the storage chip production and aims to double the national production of DRAM within five years.
According to the report, the Korean Presidential Adviser stated that, driven by AI needs, the construction could be completed ahead of 2034 or 2035, with the earlier target of 2044 significantly accelerating. At the same time, SK Hercules revealed last week that an American listing program of about $29 billion was being advanced to support subsequent expansion.
HBM needs more capital.
At the heart of this round is high bandwidth memory of HBM. The chip is used mainly for AI training and also serves the computational needs behind large models such as ChatGPT and Claude. According to the report, SK Hercules has now become the main supplier of HBM and has exceeded the market value of the month by three stars, for the first time in 25 years.
According to the article, Samsung Electronics and SK Hercules combined supply most of the world ' s HBMs and have worked with Nvidia, OpenAI. In this context, AI chips are seen as a more explicit direction of growth, which continues to attract corporate capital expenditure and market financing.
- New round factory: 4
- Planned investments: approximately $51.8 billion
- SK Hercules is going to the U.S. market: about $29 billion
The encryption market is under stress of diversion.
According to the external review, such capital flows are not conducive to the encryption market, as they compete for the same type of venture capital. The article mentions that American spot bitcoin ETFs have recently experienced large outflows, that the price of encrypted assets is simultaneously under pressure, and that digital assets have not been repaired when the AI chip unit rebounded.
This division also occurs in areas that are more closely linked to the encryption market. It was reported that gold, silver and bitcoin had fallen in parallel in the recent past, but that funds leaving those assets went more to AI stocks than back to bitcoin.
In addition, a number of bitcoin mining companies are adjusting their resource allocation to shift some of their computing and mechanical capacity to AI hosting operations. This is due to the fact that the revenue fluctuations associated with the hosting contract are usually smaller than the mine-mining proceeds and that stable cash flows are more readily available.
Bitcoin still lacks action.
According to the article, this long-term investment in Korea reflects a more long-term rather than short-term boom in the market's judgement of AI infrastructure spending. By contrast, the encryption market is more on the other side of the outflow this year, and the focus of outside attention is also on whether these funds going to AI will return to digital assets in the future.
By the end of the first half of the year, bitcoin still fluctuated near the level of $60,000 and was close to the 200-week average. It follows from this that Bitcoin will not achieve a significant boost in the short term until major risk funds continue to flow to AI.