Today, Lee Jae-myung held the hands of the two major chaebols and announced a 200 trillion won production expansion plan. Why did Samsung and SK Hynix fall instead?

Because these two are the ones paying. Today, the payers fell while the recipients rose.

After watching the press conference, I had one feeling: expanding production in big cities is unrealistic. It competes with residents for electricity and water, and complaints are already constant.

Additionally, South Korea is not content with just selling memory chips; they also want to build their own data centers. They can only push it to the suburbs. Their bottleneck later will be power and fresh water (Power goes without saying; 70% of fresh water is used for cleaning wafers after purification, and the rest is mainly for cooling, which will decrease after liquid cooling becomes widespread).