שתי החברות שטלטלו את הכלכלה הקוריאנית מייצרות לה בעיה חדשה

הערכה

South Korea's two largest chipmakers are hitting a power supply ceiling, and the government cannot keep up. The companies are now weighing factory expansions abroad, which threatens the country's position as a semiconductor superpower. The immediate risk is that a national energy bottleneck will push critical manufacturing capacity and jobs to other countries. Watch for whether Seoul can fast-track new power infrastructure or if the chip giants will accelerate their overseas moves.