3대 메가프로젝트 예고..'호남 반도체' 관건은 / SBS 8뉴스

Anchor Large-scale corporate investment plans known as the "Three Major Mega Projects" will be unveiled at a public briefing presided over by President Lee Jae-myung next Monday. Particular attention is focused on the establishment of a semiconductor cluster in the Honam region by Samsung Electronics and SK Hynix, but there are also many challenges to overcome. Reporter Jung Sung-jin reports. Reporter The Three Major Mega Projects, revealed today (the 26th) by Kim Yong-bum, Chief of the Presidential Policy Office, are semiconductors, AI data centers, and physical AI. Investment is expected to be pursued in regional hubs: semiconductors in the Honam region, AI data centers in the Chungcheong and Gangwon regions, and physical AI in the Yeongnam region. [Kim Yong-bum / Chief of the Presidential Policy Office (YouTube 'Kim Ou-joon's Humility is Hard News Factory'): This is an occasion to explain programs created through the joint efforts of the government and companies, and the numbers presented will likely be very unfamiliar.] In particular, plans are being considered for Samsung Electronics and SK Hynix to establish the entire process, from production to packaging, within the Honam semiconductor cluster. The scale of investment is expected to reach 500 trillion won. As this marks the first time a large-scale advanced semiconductor production base is being established outside the Seoul metropolitan area, building the necessary infrastructure is the top priority. A single semiconductor fabrication plant (fab) requires over 1 GW of power—equivalent to the output of a single nuclear power plant—and due to the nature of the manufacturing process, a stable 24-hour power supply is essential. Although the Honam region boasts a power self-sufficiency rate exceeding 200%, resulting in a surplus of electricity, half of the production facilities rely on renewable energy sources such as solar and wind power, making them highly susceptible to weather conditions. [Yoo Seung-hoon / Professor, Department of Future Energy Convergence, Seoul National University of Science and Technology: Only when natural gas power generation and the restart of aging nuclear power plants are combined can the semiconductor plant be built with peace of mind.] Securing high-skilled talent is also a challenge. As southern Gyeonggi Province, including Pyeongtaek and Icheon, is referred to as the "southern limit of employment," efforts to improve living conditions to attract talent and to cultivate local talent must be carried out simultaneously. [Lee Jong-hwan / Professor, Department of System Semiconductor Engineering, Sangmyung University: Whether through industrial cooperation or the establishment of contract departments, it is also very important to cultivate talent by linking with local universities in any form.] Building a cooperative ecosystem that includes materials, parts, and equipment manufacturers is also a key to success. Through the Special Act on Semiconductors set to take effect this coming August, the government plans to provide up to 100% support for infrastructure costs, such as electricity, and to work on improving living conditions, including housing and education. (Video Editing: Shin Se-eun, Design: Choi Jae-young) #SBSNews #News #Realtime Copyright Ⓒ SBS. All rights reserved. Unauthorized reproduction, redistribution, and use for AI learning are prohibited.

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