South Korean President Lee Jae-myung: "Speed first," accelerating major chip and AI projects.

South Korean President Lee Jae-myung issued an emergency mobilization order to government officials, demanding full speed to push forward large-scale semiconductor projects, positioning the race to seize the initiative as a core national competitive strategy.

Speaking at a government meeting on Monday, Lee stated that under the current situation, victory will depend on who acts faster and who first establishes a leading position. "In this situation, the outcome seems to be determined by who moves faster and who takes the lead first," he said. "Only speed matters."

These remarks send a clear policy signal, expected to further accelerate South Korea's semiconductor investment approvals, land planning, and related resource allocation. This will have a direct impact on the progress of projects by domestic chip giants such as Samsung Electronics and SK Hynix. Investors will closely monitor the subsequent implementation of specific policies.

Speed First: Lee Jae-myung Sets the Tone for the Chip Race

At the government meeting, Lee clearly prioritized execution efficiency, emphasizing that in the current global semiconductor competition landscape, slow policy advancement equates to strategic failure. His statement was concise and forceful, directly highlighting "only speed," setting the tempo for the work pace of relevant government departments.

This shift in South Korea's policy direction occurs against the backdrop of major global economies competing to expand their domestic semiconductor production capacity.

Last week, the South Korean government announced the largest-ever investment plan for the semiconductor and artificial intelligence industries, positioning semiconductors, physical AI, and AI data centers as the "three pillars" of South Korea's industrial upgrade, stressing that their synergistic operation will propel South Korea into the ranks of "AI revolution-leading countries." South Korea also plans to invest over 1,000 trillion won in AI data centers by 2035 and 81 trillion won in the Chungcheong region to build chip packaging factories.

For South Korea, the semiconductor industry is the core pillar of export earnings and technological competitiveness. Lee Jae-myung's high-profile remarks underscore Seoul's strong sense of urgency to maintain a leading position in this global race.

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