韩国公布迄今最大财政支出计划，2027年总支出达821万亿韩元，同比增12.8%，创历史最高增幅，旨在全球人工智能竞赛中巩固科技优势，并体现财政政策方向转变。
三星电子系统LSI部门将Anthropic的Claude Code引入半导体设计与验证流程，部分芯片测试周期从一个月以上缩短至两天，开发效率提升约15倍。该工具今年5月先向软件开发者开放，现扩展至硬件领域。在一项含64条复杂数据通路的定制SoC项目中，Claude Code仅用两天便完成虚拟测试环境搭建与验证。
三星电子2026年Q2财报：在AI热潮下存储芯片量价齐升，营收171.5万亿韩元（同比+130%），营业利润89.5万亿韩元（同比+1813.8%），双创新高。半导体贡献超99%利润，HBM成绝对引擎，已连续三季破纪录。
全球AI与数据中心扩张掀起半导体抢购潮，韩国7月前20天出口经工作日调整后同比飙升62.9%，创历年同期新高；未经调整的出口总额亦大增52.3%，进口增20%。强劲出口凸显芯片需求持续旺盛。
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