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Industry

Moving fabs alone may not make South Korea\'s semiconductor relocation work, MPE ecosystem key

South Korea is pushing to disperse its semiconductor production base beyond the capital area, but simply moving fabs may deliver limited results, industry voices say. The government plans to allocate over 40 percent of its National Growth Fund to non-capital regions and offer special subsidies to relocating materials, parts and equipment firms. Officials also aim to build regional specialisation, but supply-chain depth, engineers’ response times, power costs and local settlement conditions are seen as decisive.

AI & Enterprise

U.S. data centres to use 20 percent of power generation by 2035, BNEF sees fourfold rise

U.S. data centre electricity use is expected to quadruple by 2035 and account for 20 percent of total power generation, as surging AI computing demand accelerates expansion faster than grids can keep up. BloombergNEF sees U.S. data centre capacity reaching about 200 gigawatts within 10 years, with nearly half used for AI training and inference. Grid constraints are emerging as a key variable in AI infrastructure competition, with pressure rising in regions such as PJM and Texas.

AI & Enterprise

IMF says AI could lift sub-Saharan Africa\'s economy 4 percent but power and internet come first

Sub-Saharan Africa could increase economic output by about 4 percent over the next decade from adopting artificial intelligence if it improves electricity, internet access and digital capabilities, the International Monetary Fund said. Without such reforms, the gain would be limited to 0.2 percent, a report co-author said. The IMF said power supply and connectivity are key constraints, and warned that investment concentrating in a few countries could widen gaps within the region.