韩国将在李总统的领导下公布6500亿美元的人工智能和芯片巨型计划。如果未来几年投资达到6510亿美元的水平，那么这一宣布的规模代表了全球半导体供应链、先进制造设备和人工智能基础设施建设的结构性需求信号。SK海力士尤其值得密切关注，因为它在为人工智能加速器提供高带宽内存方面发挥着关键作用；任何在新地点确认的产能扩张都会增加长期供应的可选性，但会引入市场需要定价的短期执行不确定性。

South Korea to unveil $650 billion AI and chip mega-plan under President Lee.The scale of the announcement, if investments materialise at the reported $651 billion level over the coming years, represents a structural demand signal for the global semiconductor supply chain, advanced manufacturing equipment and AI infrastructure buildout. SK Hynix in particular warrants close attention given its pivotal role in high-bandwidth memory supply for AI accelerators; any confirmed capacity expansion in a new location adds long-term supply optionality but introduces near-term execution uncertainty that the market will need to price.