NuAxiSemiconductor trade intelligence

SK Telecom plans 15GW AI data center buildout in Korea

What happened

SK Telecom plans to build up to 15GW of AI data centers in Korea, starting in 2029, to position the country as a key AI infrastructure hub. This initiative signals strong demand for AI servers and memory chips.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

AI ServerGPUHBMNAND FlashDRAM

Nvidia Samsung Electronics SK Hynix

AIData CenterDemandExpansion

Source and time

Source: eeNews Europe · 7/6/2026 · View original source

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SK Telecom plans 15GW AI data center buildout in Korea

What happened

Impact and signal

Affected components and suppliers

Source and time

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