‘3대 메가’와 함께…AI전환펀드로 지역 균형발전 기회 찾아야

The global trading order is shifting from a traditional international division of labor based on cost-cutting to a value chain centered around security. The United States' policy on Chinese technology regulation, such as AI chips, is leading to a restructuring of supply chains, excluding China based on the assessment that these technologies are integral to national security.

The U.S. is aiming to control advanced semiconductors and manufacturing equipment, while China emphasizes self-sufficiency and end-to-end integration of the entire process, posing a challenge to this arrangement. The restructuring of global trade and the AI transition are occurring simultaneously in industrial sectors. Faced with security risks and supply chain reconfiguration, traditional manufacturers and SMEs are forced to innovate in production efficiency and quality improvement through AI utilization, which has become a crucial task.

The global supply chain restructuring presents an opportunity for us, but merely excelling in specific areas or regions will not secure future prospects. To truly thrive in the future, we must build a comprehensive 'AI full-stack' capability, covering data to services, and avoid overreliance on specific sectors. The key to this lies in bold challenges and the government's risk-sharing.

Through the government-led mega-projects and supporting the physical AI development in manufacturing, we must construct a robust ecosystem.