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AI significantly increased power demand in South Korea, and government departments are considering building more nuclear reactors

2026-09-08 18:41 Industry & Investment 🔥 42.2 heat score
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42.2heat score
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SummaryAI generated

Affected by the expansion of production at Samsung Electronics and SK Hynix, as well as the construction of AI data centers, South Korea’s electricity demand is expected to increase significantly in the coming years. The additional demand from AI alone will reach 25 to 30 GW. To address this shortage, South Korea’s Minister of Climate Energy and Environment, Kim Sung-hwan, stated that the government plans to update its long-term energy roadmap for 2040 next month, with a focus on building new nuclear reactors. If all power is supplied by nuclear energy, it would equivalent to the capacity of approximately 20 units. Currently, South Korea has 26 nuclear reactors, which meet slightly less than one-third of its electricity demand. Renewable energy accounts for 11%, while coal makes up 29%. Despite safety risks, South Korea still finds it difficult to reduce its dependence on nuclear energy at this stage; 79% of respondents support including new nuclear power plants in the roadmap.

Related eventsRELATED EVENTS
Key entitiesKEY ENTITIES
Kim Seong-hwanKorea Ministry of Climate, Energy and EnvironmentNVIDIASK HynixSamsung Electronics

Coverage · reports per dayLANGUAGE SPLIT

Entity relations
Kim Seong-hwan × Korea …1Kim Seong-hwan × NVIDIA1Kim Seong-hwan × SK Hyn…1Kim Seong-hwan × Samsun…1Korea Ministry of Clima…1Korea Ministry of Clima…1

SignalsSIGNALS

Keyword heat
  • Korea Ministry of Climate, Energy and Environment1
  • Kim Seong-hwan1
  • Samsung Electronics1
  • SK Hynix1
  • NVIDIA1

All reports (1)SOURCES

I IT之家 zh 2026-09-08 18:41

AI 大幅推高韩国电力需求,政府部门考虑大建核反应堆

韩国气候能源环境部长金成焕表示,受三星电子、SK 海力士扩产及 AI 数据中心建设影响,韩国未来几年电力需求将大幅增长,仅 AI 新增需求即达 25 至 30GW。政府计划下月更新长期能源路线图至 2040 年,重点考虑新建核反应堆以应对缺口;若全部由核能供应,相当于约 20 座机组容量。目前韩国共有 26 座核反应堆,满足略低于三分之一电力需求,可再生能源占比 11%,煤炭占 29%。尽管存在安全风险,现阶段韩国仍难以摆脱对核能的依赖,79% 的受访者支持将新建核电站纳入路线图。