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Choi Tae-won, Chairman of the Korea Chamber of Commerce and Industry (KCCI) and Chairman of SK Group, is speaking at a press conference during the KCCI Jeju Forum held at the Shilla Hotel in Jeju on the 19th. (Photo courtesy of the Korea Chamber of Commerce and Industry) |
[Alpha Biz= Reporter Kim Jisun] Choi Tae-won, Chairman of SK Group and the Korea Chamber of Commerce and Industry, recently commented on the emerging "Trump risk" in the business community. He stated, "If the U.S. decides not to provide semiconductor subsidies next year, we will need to completely reassess our investment decisions."
SK Hynix had previously announced plans to invest $3.87 billion (approximately 5.2 trillion KRW) in constructing an advanced packaging plant in Arizona, aiming for operations to begin in 2028. The size of the U.S. government's subsidy for this project has not yet been determined.
Speaking at a press conference held at a restaurant in Seogwipo, Jeju, on the 19th, Choi responded to questions about Donald Trump's critical stance on subsidies for foreign companies. He noted, "Even if Trump is elected, I believe the U.S., as a leader in the AI market, will continue its existing semiconductor policies."
However, Choi also indicated that SK's investment in Indiana is not yet fully decided, and given the substantial scale of the investment, a final decision will likely be made after the new U.S. administration takes office next year.
The possibility that the U.S. might completely abandon its plans to build a semiconductor supply chain domestically seems low. This suggests that SK, which has established itself as a key player in the AI value chain with high-bandwidth memory (HBM), may not need to rush its investments.
AlphaBIZ Kim Jisun(stockmk2020@alphabiz.co.kr)
