South Korea's Semiconductor Super Cluster Stalls: Infrastructure Bottlenecks Reshape Global Chip Investment Logic

I noticed an interesting detail: South Korea's so-called "Honam Semiconductor Industrial Park" project plans for investments totaling 800 trillion won (approx. 4.2 trillion RMB), yet the biggest challenge isn't technical R&D or market cycles—it's power and water. A national-level semiconductor strategy being held up by local residents' concerns over water and electricity usage is itself a signal—physical resource constraints in the semiconductor industry are shifting from "negligible factors" to "core variables that must be secured in advance."