On June 29th, Samsung Electronics and SK Hynix unveiled substantial investment plans during a government briefing, underscoring South Korea's unwavering dedication to the artificial intelligence (AI) sector. While investors are in the process of evaluating the potential repercussions of increased capital expenditure on chipmakers' profitability, the majority view the government's drive to advance AI infrastructure development as a favorable development for the entire industry. Uday Vikram, Co-Chief Investment Officer at Singapore's Klay Group, emphasized that memory chip companies are currently enjoying robust profitability, and reinvesting these earnings into capacity expansion is beneficial for both the South Korean economy and its industrial foundation. The swift global progression of artificial intelligence has spurred a sustained upsurge in demand for memory chips, positioning Samsung Electronics and SK Hynix as pivotal entities within the global technology supply chain. Nevertheless, the notable surge in their stock prices has also rendered them more vulnerable to market volatility influenced by AI sentiment. Roy Lim, an equity sales trader at NH Investment & Securities in Seoul, remarked that considering the political significance of the project, the government is poised to introduce more comprehensive policy measures in the future, which will emerge as the next focal point for investors.