South Korea’s AI ambitions depend on who captures value after San Francisco

South Korea’s AI ambitions depend on who captures value after San Francisco
July 27, 2026

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South Korea’s AI ambitions depend on who captures value after San Francisco

South Korea’s agreement with AMD over the weekend gives Seoul its clearest chance yet to connect foreign computing technology with Korean chips, software and research, but the wider AI buildout announced in San Francisco will deliver lasting value only if domestic companies and talent gain meaningful access to the infrastructure now taking shape.

The memorandum of understanding (MOU) signed by the Ministry of Science and ICT (MSIT) and AMD calls for computing systems that combine AMD processors with Korean-made AI chips, along with joint work on software, research, education and physical AI.

The plan also includes an AMD research center

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