Huakang Medical: A consortium won the EPC project for the Jiufengshan semiconductor manufacturing base; the company expects its share to be approximately RMB 180 million.
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Huadong CNC: Its new rotary table grinding machine has won a procurement project from a semiconductor industry customer, achieving its first small-batch order.
Mars Finance reported on June 29th that Huadong CNC stated on its interactive platform that its new product, a rotary table grinder, has successfully won a procurement project from a semiconductor industry customer, achieving its first small-batch order. This marks the product's transition from the technology verification stage to the commercial delivery stage. However, at this stage, the revenue from the new product accounts for a small proportion of the company's total revenue and will not have a significant impact on the company's operating performance in the short term. The future increase in order volume and its contribution to performance remain highly uncertain. (Science and Technology Treasure Broadcast)
South Korea plans to invest 5 trillion won in excess tax revenue from semiconductors to develop "sovereign AI" and purchase 10,000 GPUs to support a single team.
According to Beating's monitoring, the Korea Economic Daily revealed that South Korea's Ministry of Science and ICT is in discussions with the Presidential Office and the Ministry of Finance, planning to utilize approximately 5 trillion won in excess tax revenue from the semiconductor industry to purchase about 10,000 of NVIDIA's most advanced Vera Rubin superchip GPU modules this year. This investment will be used to support elite teams developing world-class "sovereign AI" models. This decision stems directly from the sense of crisis caused by US export controls on cutting-edge AI models—Anthropic's Fable 5 and OpenAI's GPT-5.6 have been restricted from external access, forcing South Korean companies to urgently modify systems built on these models. The concept of "national strategic assetization" of AI models has thus become a reality. Currently, although four teams in South Korea—LG AI Research Institute, SK Telecom, Upstage, and Motif Technologies—are advancing independent basic model projects, each team only receives support from 700 to 800 GPUs. This dispersed investment makes it difficult to compete with globally leading models that utilize tens of thousands of GPUs. The government has therefore decided to shift to a "selection and concentration" strategy, allocating 10,000 GPUs to the best teams at once, and plans to include special funds in the supplementary budget for attracting top overseas AI talent. South Korean President Lee Jae-myung publicly stated last month that the GPU procurement pace was too slow and demanded that related funds be ensured when compiling the supplementary budget. The current global competitive window is extremely short, with companies like Anthropic and OpenAI iterating new models weekly. France, with its single-focus strategy, has surpassed Meta to become the seventh largest AI provider globally, thanks to Mistral AI. If South Korea cannot catch up in the short term, it risks becoming an "AI vassal state." The South Korean semiconductor academic community has given this positive feedback, believing that investing the funds gained from hardware prosperity into building software competitiveness is essentially an investment in the country's future. --------------------------------- Click the original link below to join the Beating · Lark AI news channel for 24/7 monitoring of global AI hotspots and news.
The report shows that the US semiconductor industry is facing a shortage of highly skilled workers, with a projected gap of nearly 160,000 by 2030.
According to Mars Finance, a joint employer survey analysis conducted by McKinsey & Company, SEMI (Semiconductor Equipment and Materials International), and the National Science Foundation shows that the shortage of highly skilled workers across the United States is worsening, with the projected shortage of up to 157,000 full-time skilled workers by 2030. This could delay the construction of multi-billion dollar new semiconductor factories across the country and constrain future chip production. (Cailian Press)
The South Korean government is considering extending the sovereign AI core GPU guarantee project, with a budget of up to 4 trillion won next year.
According to Odaily Odaily, the South Korean government is considering extending its support project for GPUs, a core resource for AI. On July 7th, industry sources indicated that the Ministry of Science and ICT is investigating the capacity of major South Korean cloud service providers to build additional GPUs, aiming to extend the "AI Computing Resource Utilization Infrastructure Enhancement Project." The core of this project involves government-funded purchases of GPUs, deployment in cloud service provider data centers, and support for industry-academia-research collaboration. Last year, the South Korean government allocated a budget of 1 trillion won, and this year it allocated 2 trillion won, securing over 20,000 GPUs. The project was originally scheduled to end this year, but with the surge in demand for advanced resources such as NVIDIA's next-generation GPU Vera Rubin, the South Korean government is developing comprehensive countermeasures, including data center efficiency optimization and new space security plans. It is reportedly already applying to the Planning and Budget Office for a "limited additional budget" for GPU security. Industry estimates suggest that, considering this year's GPU security budget and the government's intentions, next year's budget could reach a maximum of approximately 4 trillion won. Industry experts say that compared to the GPU supply itself, "equipment installation space" will be the key to the success or failure of the project, because running thousands of high-performance GPUs simultaneously requires a large power supply and advanced cooling systems, and the equipment installation space held by South Korean companies is nearing saturation. (ETNews Electronics)
South Korean President Lee Jae-myung: Launch a "speed war" in three major projects: semiconductors, physical AI, and AI data centers.
According to Mars Finance, South Korean President Lee Jae-myung, speaking at a joint meeting of the public and private sectors on the "three super projects"—semiconductors, physical artificial intelligence (AI), and AI data centers—held at the Blue House on the 6th, stated that the key to these three projects lies in winning the "speed battle." Lee emphasized that competition in cutting-edge industries is crucial to the fate of all nations, and the ultimate winner will be who acts faster. He stated that the government should eliminate any obstacles that companies may encounter during investment and project construction in advance, and must not allow delays in administrative approval procedures to affect investment and project implementation. Lee stated that the Blue House will establish special working groups for the three projects as soon as possible, and the government will provide maximum support. Currently, the semiconductor industry is generating a large amount of unexpected tax revenue, and the government will fully utilize relevant financial resources to provide guarantees for project construction in all aspects, including financial support. (Cailian Press)
South Korea, together with Samsung, SK and other companies, launched a 312 trillion won investment plan, focusing on the semiconductor and aerospace industries.
According to Mars Finance, South Korean Deputy Prime Minister and Minister of Strategy and Finance Koo Yoon-cheol announced on July 3 that the country will encourage major corporations to invest over 312 trillion won (approximately US$204 billion) in the southeastern region (Yeongnam region) to develop advanced manufacturing and AI industries. Specifically, SK Group, Samsung, Hanwha, and Hyundai Motor will invest approximately 140 trillion won, 60 trillion won, 55 trillion won, and 42 trillion won respectively, focusing on semiconductors, AI, and aerospace. LG and Doosan will also follow suit with investments. In addition, South Korea also announced a national space strategy centered on Sacheon, aiming to create a southern coastal aerospace industry belt. (Cailian Press)