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韩国李下令官员加速推进5890亿美元人工智能中心计划South Korea's Lee orders officials to accelerate $589bn AI hub plans

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首尔——韩国总统李在明指示官员加快推进这一大型人工智能(AI)相关生产设施建设计划的工作。该计划将成为他的标志性经济政策,同时也是韩国成为科技强国的关键举措。

SEOUL -- South Korean President Lee Jae Myung has instructed officials to speed up work on a massive plan for a new hub of AI-related production facilities, an endeavor set to be his signature economic policy and a bet on South Korea's future as a tech powerhouse.

周二,在这场涉及半导体、AI数据中心及人工智能应用等领域的800万亿韩元(约合5890亿美元)巨额项目的第三次公私部门联席会议上,李在明发表了讲话。他强调需要将韩国现有的半导体产业基地与计划在该国经济较为落后的西南部地区建设的新型产业集群有机地连接起来。会议的具体内容对媒体保密,李在明也未透露该产业集群规划中的任何具体进展。

Lee spoke on Tuesday at the opening of a third comprehensive gathering of public and private sector actors involved in the 800 trillion won ($589 billion) megaproject that involves semiconductors, AI data centers and physical AI. The president talked about the need to "organically" connect existing semiconductor hubs with the envisioned cluster of facilities in the country's historically less-developed southwest. The main contents of the meeting were closed to media and Lee did not cite any specific developments in the planning of the cluster.

这是自李在明成立专门负责该投资项目执行的政府机构以来的首次此类会议。今年6月,李在明与三星电子和SK海力士等科技公司的负责人共同宣布了这一计划。他称这一愿景“前所未有”,并认为它将使韩国在未来全球科技竞争中保持领先地位。

Tuesday's gathering was the first such meeting since Lee created a government office dedicated to handling the execution of the investment. Lee announced the ventures in June alongside the chairmen of flagship tech firms Samsung Electronics and SK Hynix. The president called the vision "unprecedented" and argued that it would position South Korea to remain competitive in the global tech industry well into the future.

在周二的讲话中,李在明多次强调,这个产业集群不仅要满足相关企业的需求,还要为当地居民创造就业机会和带来发展希望。“该项目的最终成功与否,不是取决于投资规模,而是取决于它究竟能在多大程度上改善人们的生活,”李在明表示。

In his remarks on Tuesday, Lee spoke repeatedly of the need for the cluster to serve not just the needs of the companies involved, but for it to create hope and job opportunities for residents of the area. "The ultimate success of the project will be decided not by the size of the investment, but by how much it actually improves the lives of the people," Lee said.

据总统办公室透露,负责贸易和科技的内阁部长们将在会议上介绍项目的进展情况;三星电子和SK海力士的高层官员也计划出席此次会议。

Cabinet ministers responsible for trade and science were set to give presentations at the meeting on how the project is progressing, the presidential office said. High-ranking officials from Samsung Electronics and SK Hynix were also set to attend, the office said.

自6月份宣布该计划以来,批评者们就其可行性提出了质疑,尤其是关于如何确保获得足够的土地和能源以使相关设施顺利投入运营的问题。分析师们还质疑:在当前芯片销售处于繁荣期的背景下,现在就决定大幅扩大生产能力,是否能在这个高度周期性的行业中带来长期的经济效益。

Since the June announcement, critics have raised questions over the feasibility of the plan, particularly over how to secure sufficient land and energy to get the facilities up and running. Analysts also questioned whether committing now, during a generational boom in chip sales, to drastically expanding production capacity would pay off over the long term in a highly cyclical industry.

李明博在执政初期获得了较高的支持率,因为他为韩国政治带来了稳定,并在全国范围内走访民众、与他们交流,这种“亲民式”的治理风格是他此前担任市长和省长期间积累的经验。然而近几个月来,由于面临几乎所有韩国总统都会遇到的问题(如部长任命中的腐败和任人唯亲现象以及不断上涨的房价),他的支持率有所下降。

Early in his term, Lee enjoyed strong approval ratings as he brought stability to the nation's politics and traveled the country interacting with citizens, practicing a style of hands-on governance he honed in previous mayoral and gubernatorial posts. But in recent months, he has seen his approval dip while grappling with issues familiar to nearly all South Korean presidents: allegations of corruption and cronyism in ministerial appointments and rising housing prices.

不过,本周和上周他的支持率有所回升,在Realmeter发布的民意调查中达到了37.9%;而在9月第二周,这一数字曾跌至最低点33.8%。民意调查机构将支持率的回升归因于李明博的努力,比如他在9月18日举行的新闻发布会,以及他上周对美国的访问(期间出席了联合国大会并与唐纳德·特朗普总统会面)。此外,由于公众的反对,两名被提名的部长候选人主动退出了候选名单,这减轻了他的压力。

Still, his approval rating has inched up this week and last, hitting 37.9% in a Realmeter poll released on Monday. The figure fell to its lowest point of 33.8% in the second week of September. The pollster attributed the improvement to Lee's "communication efforts," such as a news conference on Sept. 18, as well as his trip last week to the U.S., which included an appearance at the United Nations General Assembly and a meeting with President Donald Trump. Also, two of Lee's nominees for ministerial posts voluntarily withdrew from consideration due to public backlash, which eased pressure on him.

在本月早些时候的新闻发布会上,李明博为自己的不足表示歉意,并承诺在剩余的五年任期内(任期至2030年)会更加倾听公众的意见。这位通常态度乐观的政治家在那次讲话中显得异常严肃,他恳请公众给予理解,并承诺会做得更好。

At the news conference earlier this month, Lee apologized for his shortcomings and pledged to better listen to the public throughout the remainder of his single five-year term, set to run until 2030. The normally upbeat politician struck an uncharacteristically somber tone in that appearance as he appealed for understanding and promised to do better.

“人民永远是正确的;我做得还不够好,”李当时说道,并决心努力解决与民众生计相关的问题,比如经济适用房短缺的问题。

"The people are always right. I have fallen short," Lee said then as he resolved to make efforts to resolve issues of public livelihoods, such as the shortage of affordable housing.

李于去年6月上任,当时正值由保守派前总统尹锡悦在2024年底引发的军事管制危机之后。尹锡悦因计划不周、在深夜突然宣布实施紧急状态而引发了国家动荡;武装部队随后闯入了立法机构。议员们迅速否决了这一决定,而尹锡悦也因此被判叛国罪,被判处无期徒刑。

Lee took office in June of last year in the wake of the martial law crisis sparked by conservative former President Yoon Suk Yeol in late 2024. Yoon ignited chaos in the country with a poorly planned, late-night declaration of emergency rule that saw armed soldiers storm the legislature. Lawmakers quickly voted down the measure and Yoon is now incarcerated, having been sentenced to life in prison for the crime of insurrection