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Deep & Emerging Tech·July 21, 2026·1 min read

South Korea bets $540bn on a southwest chip hub the grid cannot yet feed

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A $540 billion chip cluster without enough power or water shows that fabs are now as constrained by grid and resource build-out as by lithography. If you rely on advanced nodes, track not just fab announcements but the surrounding infrastructure timelines—they’ll drive real delivery risk.