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South Korea’s semiconductor industry is a potential target for foreign espionage, former intelligence officials warn, as the country supplies critical components for AI computing. Samsung Electronics and SK hynix together hold more than 80% of the global high-bandwidth memory market, according to The Korea Times.
Why it mattersThe officials cited changes to South Korea’s counterintelligence capabilities, including the transfer of the National Intelligence Service’s espionage-investigation powers to police in 2024. Those are warnings and reported institutional changes, not evidence in this account that sensitive chipmaker information has been stolen. The AI supply chain runs through people and national security, as well as data centres and chip orders. That makes the officials’ concern worth attention, even if the article’s more speculative links deserve to stay in the speculation box.
Discuss: Should countries strengthen counterintelligence protections around AI supply-chain firms, even if that brings more scrutiny of their executives and business relationships?
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