US-Korea Big Tech, Pursuing AI Cooperation with 2 Million GPUs and $950 Billion | Export and Small-Medium Enterprises Fret Over Rising Oil Prices and Logistics Costs

Summary

Reporter Ryu Jong-eun covers the major US-Korea AI cooperation deals from the San Francisco summit, highlighting large contracts for Samsung, SK hynix, SK Telecom, and Naver, while noting Hyundai's slower but strategically important Waymo robotaxi foundry. He also reports on how soaring oil prices and logistics costs are squeezing small Korean exporters, and outlines a proposed real estate tax reform that could shift demand toward mid-priced apartments.

• Samsung signs a massive foundry contract with Broadcom, boosting its non-memory chip ambitions.
• SK hynix inks a multi-year HBM supply deal with NVIDIA worth around 108 trillion won.
• SK Telecom and NVIDIA plan a 2GW-scale AI data center cooperation in Korea.
• Naver receives a $1 billion NVIDIA investment and GPU supply to expand its AI cloud business.
• Hyundai Motor's Waymo partnership could become a long-term autonomous driving learning platform.
• Oil-driven logistics surcharges and raw material costs severely hurt Korean SME exporters.
• A real estate tax overhaul may favor multi-home owners and raise mid-tier apartment demand.