{"id":355698,"date":"2026-09-03T06:30:00","date_gmt":"2026-09-03T04:30:00","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=355698"},"modified":"2026-09-02T23:08:26","modified_gmt":"2026-09-02T21:08:26","slug":"ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/","title":{"rendered":"IA&#160;: la Cor\u00e9e du Sud veut transformer le boom des semi-conducteurs en cycle vertueux de croissance"},"content":{"rendered":"\n<p>Gr\u00e2ce au boom de l&rsquo;intelligence artificielle, les recettes fiscales sud-cor\u00e9ennes devraient bondir de pr\u00e8s de 50&#160;% l&rsquo;an prochain par rapport \u00e0 la pr\u00e9vision inscrite dans le budget initial pour 2026, passant de 390 000 \u00e0 584 000 milliards de wons (un bond d&rsquo;environ 250 \u00e0 375 milliards d&rsquo;euros).<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Afin de r\u00e9investir une partie de ces profits pour soutenir la croissance du secteur, le gouvernement de Lee Jae-myung a propos\u00e9 une augmentation du budget 2027 de 12,8&#160;% \u2013 de 728 000 \u00e0 821 000 milliards de wons \u2013, soit la hausse la plus importante jamais enregistr\u00e9e.<\/li>\n\n\n\n<li>S\u00e9oul veut notamment doubler les d\u00e9penses consacr\u00e9es \u00e0 son \u00ab&#160;m\u00e9gaprojet&#160;\u00bb (de 11 000 \u00e0 21 000 milliards de wons)&#160;: un plan d&rsquo;investissement massif pour booster la production de semi-conducteurs, l&rsquo;IA physique et les centres de donn\u00e9es.<\/li>\n\n\n\n<li>Cette enveloppe doit \u00e9galement servir \u00e0 construire les infrastructures \u00e9nerg\u00e9tiques, hydrauliques et industrielles n\u00e9cessaires au fonctionnement de ces projets.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/KRL2f\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>La Cor\u00e9e du Sud consid\u00e8re le d\u00e9veloppement de l&rsquo;IA comme un bouleversement d&rsquo;une ampleur comparable \u00e0 celle de la r\u00e9volution industrielle&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-355698' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/#easy-footnote-bottom-1-355698' title='\u00ab&amp;#160;&lt;a href=&quot;https:\/\/grcompany.com\/sites\/default\/files\/content\/articles\/files\/%5BGR%20Korea%5D%20Newsletter%20-%203%20Megaprojects%20and%20Business%20Implications_July%202026.pdf&quot;&gt;Korea\u2019s Quantum Leap&amp;#160;: Building an AI-Era \u201cIndispensable Nation\u201d&lt;\/a&gt;&amp;#160;\u00bb, GR Korea Menu Term, juillet 2026.'><sup>1<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les puces produites par Samsung Electronics et SK Hynix, les deux principaux fabricants au monde de puces m\u00e9moire, tirent vers le haut les exportations du pays, qui ont connu une hausse de 69&#160;% en ao\u00fbt.<\/li>\n\n\n\n<li>Pour consolider la place de S\u00e9oul dans la cha\u00eene de valeur de l&rsquo;IA, les deux entreprises pr\u00e9voient, aux c\u00f4t\u00e9s d&rsquo;autres acteurs, d&rsquo;investir l&rsquo;\u00e9quivalent de 860 milliards d&rsquo;euros dans le pays pour r\u00e9pondre \u00e0 la croissance de la demande&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-355698' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/#easy-footnote-bottom-2-355698' title='Yoolim Lee et Soo-hyang Choi, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.bloomberg.com\/news\/articles\/2026-06-28\/samsung-sk-reportedly-to-invest-1-3-trillion-over-10-years&quot;&gt;Samsung, SK to Spend $880 Billion to Drive Korea\u2019s AI Lead&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;Bloomberg&lt;\/em&gt;, 29 juin 2026.'><sup>2<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>Le gouvernement souhaite notamment de construire 18,4 GW de capacit\u00e9s de centres de donn\u00e9es d&rsquo;ici 2035, ce qui correspond \u00e0 environ 1,5 fois la capacit\u00e9 europ\u00e9enne install\u00e9e en 2024, selon les chiffres de l&rsquo;Agence internationale de l&rsquo;\u00e9nergie&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-355698' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/#easy-footnote-bottom-3-355698' title='&lt;a href=&quot;https:\/\/www.iea.org\/data-and-statistics\/data-tools\/energy-and-ai-observatory?tab=Energy+for+AI&quot;&gt;Energy and AI Observatory&lt;\/a&gt;, Agence internationale de l&amp;rsquo;\u00e9nergie, 16 juin 2025.'><sup>3<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/e3KZN\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Selon le ministre de la Planification et du budget, Park Hong-keun, les investissements r\u00e9alis\u00e9s dans l&rsquo;IA et les semi-conducteurs doivent permettre d&rsquo;enclencher un \u00ab&#160;cercle vertueux&#160;\u00bb ax\u00e9 sur la croissance, au sein duquel les d\u00e9penses publiques joueraient un r\u00f4le d&rsquo;amor\u00e7age pour le d\u00e9veloppement des infrastructures de l&rsquo;IA&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-4-355698' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/#easy-footnote-bottom-4-355698' title='Daniel Tudor et Song Jung-a, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.ft.com\/content\/9bb0d48d-9715-4e59-a45d-0324590763f9?syn-25a6b1a6=1&quot;&gt;South Korea unveils record budget increase to cash in on AI boom&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;Financial Times&lt;\/em&gt;, 1er septembre 2026.'><sup>4<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Malgr\u00e9 la croissance du secteur, S\u00e9oul reconna\u00eet qu&rsquo;aucune garantie n&rsquo;assure une hausse continue des recettes fiscales de Samsung Electronics et SK Hynix au-del\u00e0 de 2028&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-5-355698' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/#easy-footnote-bottom-5-355698' title='Kyu-Seok Shim, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.reuters.com\/world\/asia-pacific\/south-koreas-chip-windfall-fund-back-long-term-growth-not-welfare-spending-2026-08-26\/&quot;&gt;South Korea&amp;rsquo;s chip windfall fund to back long-term growth, not welfare spending, official says&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;Reuters&lt;\/em&gt;, 26 ao\u00fbt 2026.'><sup>5<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>Si la majorit\u00e9 d\u00e9tenue par le Parti d\u00e9mocrate \u00e0 l&rsquo;Assembl\u00e9e nationale devrait permettre au gouvernement de faire passer le budget pour 2027, la popularit\u00e9 de Lee Jae-myung est tomb\u00e9e \u00e0 son plus bas niveau depuis son entr\u00e9e en fonction, en juin 2025.<\/li>\n<\/ul>\n\n\n\n<p>Le pays est \u00e9galement confront\u00e9 \u00e0 une baisse de la natalit\u00e9 et \u00e0 un vieillissement de sa population qui pourraient menacer \u00e0 terme le d\u00e9veloppement du secteur de l&rsquo;IA.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ainsi, le gouvernement veut augmenter de 53&#160;% l&rsquo;an prochain les d\u00e9penses consacr\u00e9es au soutien des jeunes, en mettant l&rsquo;accent sur l&rsquo;\u00e9ducation, l&#8217;emploi, l&rsquo;entrepreneuriat, le logement, le mariage, la natalit\u00e9 et l&rsquo;\u00e9ducation des enfants.<\/li>\n\n\n\n<li>La hausse des recettes fiscales devrait financer la mise en place de subventions \u00e0 la naissance et pour la garde d&rsquo;enfants, et la construction de 106 000 logements destin\u00e9s aux jeunes.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>S\u00e9oul veut doubler l\u2019an prochain son budget consacr\u00e9 aux puces, \u00e0 l&rsquo;IA et aux centres de donn\u00e9es.<\/p>\n","protected":false},"author":2622,"featured_media":355697,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":4,"_lgc_tts_voice":"","_lgc_tts_publish":false,"_lgc_tts_history_item_id":"","_lgc_tts_generated_at":"","_lgc_tts_status":"","_lgc_tts_error":"","footnotes":""},"categories":[3412],"tags":[],"staff":[],"editorial_format":[4942],"serie":[],"audience":[],"geo":[531],"class_list":["post-355698","post","type-post","status-publish","format-standard","hentry","category-puissances-de-lia","editorial_format-actu-breves","geo-chine"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":355697,"excerpt":"S\u00e9oul veut doubler l\u2019an prochain son budget consacr\u00e9 aux puces, \u00e0 l'IA et aux centres de donn\u00e9es.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>S\u00e9oul veut transformer le boom de l&#039;IA en cycle vertueux de croissance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legrandcontinent.eu\/fr\/2026\/09\/03\/ia-la-coree-du-sud-veut-transformer-le-boom-des-semi-conducteurs-en-cycle-vertueux-de-croissance\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"S\u00e9oul veut transformer le boom de l&#039;IA en cycle vertueux de croissance\" \/>\n<meta property=\"og:description\" content=\"S\u00e9oul veut doubler l\u2019an prochain son budget consacr\u00e9 aux puces, \u00e0 l&#039;IA et aux centres de donn\u00e9es.\" \/>\n<meta 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