The global economy is entering 2026 with geopolitical instability becoming apparent while at the same time AI‑based infrastructure is expanding rapidly.
With rapid changes among countries, supply chains are increasingly under pressure, showing a situation where the flow of core materials and electronic components is restricted in one area.
In particular, high‑value goods such as semiconductors, power electronics, rare metals have seen demand sharply rise, and supply chains are reorganizing into segmented structures such as semiconductor, power electronics, precious metals.
This phenomenon strengthens each country’s strategic advantage while increasing overall market volatility.
For the Korean economy, AI‑based infrastructure is expanding, making high‑grade component demand increasingly important. Companies are looking for multi‑dimensional strategies to minimize supply chain risk, and the government is pushing policies of material securing and supply strengthening.
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