Korean Stock & Equity Research

Global Markets/Supply Chain & Geopolitics

South Korea just scaled back an ambitious plan to build six Samsung and four SK Hynix fabs in the country's southwest — down to four fabs backed by roughly 800 trillion Won. But the more interesting story isn't the fab count. It's a question the government's own announcement left largely unanswered: where is the electricity going to come from? Table of ContentsThe Revised Plan: Four Fabs, 800 Tr..