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Industry

Water infrastructure demand rises with fab expansions in Yongin and southwest; ultrapure and reuse systems gain ground

Water infrastructure demand is expected to grow alongside semiconductor fab expansions in South Korea, with the ability to secure water emerging as a key pre-investment check for capex. Water use by major chipmakers far exceeds that of other large facilities, and planned expansions in Yongin and the southwest are set to raise demand further. This is driving adoption of ultrapure water, zero-liquid-discharge reuse and integrated treatment designs, while supply schedules and permitting risks remain.

Games & Commerce

KakaoTalk to serve as agent gateway, cut AI inference costs by 90 percent

Kakao is integrating AI into KakaoTalk and aims to cut server inference costs by up to 90 percent by handling about half of user requests on smartphones. KakaoAI says its on-device-first design and model routing will keep performance while limiting cost growth as users increase. It also plans smaller server models through distillation. KakaoAI set 2030 targets including revenue above 6 trillion won and AI DAU of 20 million.

Telecommunications & Media

Mobile carriers shift CAPEX focus from networks to AI data centres

South Korea’s three mobile carriers are shifting capital spending away from base stations and other traditional networks toward AI infrastructure as 5G rollout stabilises and demand for AI data centres rises. SK Telecom and KT cut network-focused CAPEX in the first half, while LG Uplus increased spending tied to its Paju AI data centre. The companies are rolling out expansion plans and reporting rising AI data centre revenue, while maintaining some network investment for 5G standalone and future 6G preparation.