Samsung, SK Hynix Reject Kepco’s Power Grid Prepayment Plan
THE SO WHAT
Kepco’s failed attempt to get Samsung and SK Hynix to pre-fund new grids shows utilities are trying to shift AI-era infra risk onto chipmakers—and the biggest buyers are pushing back. Expect slower, more negotiated power buildouts for tech clusters, which should feed into more conservative timelines for new fabs and hyperscale sites.
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