Industry Findings: South Korea’s clustered foundry, memory, and packaging strengths give it an outsized role in regional accelerator supply. Strong domestic demand from cloud providers and government infrastructure programmes is aligning with memory suppliers and OSATs to deliver high-performance modules; these dynamics sharpened across 2024–2025 with large GPU allocations and national infrastructure agreements.
Industry Progression: Recent announcements of large GPU allocations and partnerships (e.g., multi-hundred-thousand GPU pledges and government partnerships reported in Nov-2025) underscore Korea’s role as an integrative hub for training and inference capacity; this pulls more orders to local memory and packaging suppliers and accelerates domestic module production for hyperscalers and telcos.
Industry Player Insights: Expanded supply collaborations between NVIDIA and Korean ecosystem partners, together with Samsung and SK Hynix memory investments, continue to push domestic supply chains toward high-bandwidth modules. Local OEMs and integrators are better positioned to deliver validated accelerator systems aligned with national AI and semiconductor priorities.