Overview
- Officials confirmed a five‑year, 50 trillion‑won allocation for AI and semiconductors, with 10 trillion won to be invested this year via the National Growth Fund.
- The National Growth Fund aims to mobilize at least 150 trillion won over five years, with reported plans to steer about 30 trillion to AI and 21 trillion to semiconductors.
- Policymakers highlighted a shift toward NPUs optimized for inference to overcome GPUs’ high energy use and costs and to build globally competitive local chipmakers.
- A separate 750 billion‑won program will accelerate the launch of 246 AI products and services over the next two years under a consultative body spanning 11 ministries.
- The commercialization budget allocates 613.5 billion won this year and 140.5 billion won next year, representing the largest single program in the 2.4 trillion‑won AI transformation budget.