According to Economist, on June 29, South Korea announced three mega projects totaling 4.7 quadrillion won, signaling a shift in market investment focus beyond the country's semiconductor giants. Samsung Group will invest 2.655 quadrillion won in semiconductor fabs, humanoid robots, and smart manufacturing hubs, while SK Group will commit 2.1 quadrillion won to AI memory production and data centers through 2035.
Market analysts expect the mega projects will expand investment opportunities across robotics, power infrastructure, construction, and semiconductor materials sectors. This diversification could ease the so-called 'K-shaped market rally' that has concentrated gains in Samsung Electronics and SK Hynix throughout 2026.