CNA938 Rewind - South Korea's billion-dollar AI bet: Bold vision or high-stakes gamble?

South Korean chipmakers are expected to pledge more than 650 billion US dollars of investment into the country's AI infrastructure over the next decade. Samsung and SK Hynix are among the biggest beneficiaries of the global AI wave, as they dominate the production of high-end memory chips.But can they afford it? Will the infrastructure keep up? And what happens if the AI boom cools? Andrea Heng and Hairianto Diman speak with Mark Matthews, Managing Director, Head of Research Asia, Julius Baer, to find out.