Core Insights - OpenAI is planning to assist the UAE in developing one of the largest data centers globally, marking a significant investment in the Middle East market and a major expansion of its global AI infrastructure ambitions [1] Group 1 - OpenAI is expected to become the primary anchor tenant for a recently announced 5 gigawatt data center park in Abu Dhabi [1] - The proposed facility will cover an area of 10 square miles (approximately 26 square kilometers) and will consume power equivalent to five nuclear reactors, significantly surpassing the current plans of OpenAI and its competitors [1] - The 5 gigawatts of power will be shared among multiple companies, indicating a collaborative approach to the data center's energy needs [1]

Core Viewpoint - The South Korean government is requesting the United States to exempt potential tariffs on semiconductor imports, warning that import restrictions could negatively impact South Korean companies' investment plans in the U.S. [1][2] Group 1: Government Actions and Statements - The South Korean Ministry of Trade, Industry and Energy has submitted written opinions to the U.S. Department of Commerce regarding the investigation into the national security implications of semiconductor imports [2][4] - South Korean Foreign Minister Park Jin expressed willingness to strengthen the alliance with the U.S. and collaborate closely to find mutually beneficial solutions through tariff negotiations [3][4] - The South Korean government plans to continue close consultations with the U.S. at all levels to minimize the impact on domestic companies [2][5] Group 2: Semiconductor Export Performance - In April, South Korea's export value increased by 3.7% year-on-year to $58.21 billion, setting a record for the month, with semiconductor shipments rising by 17.2% to $11.7 billion, also a historical high for the month [1][4][5] - Despite a decline in exports to the U.S. in April, exports to other major markets have strengthened, contributing to a positive growth trend [5] Group 3: Financial Support for Semiconductor Industry - The South Korean government announced an increase in semiconductor industry support funds from 26 trillion KRW to 33 trillion KRW (approximately 171 billion RMB), marking a 27% increase [6] - A special fund of 500 billion KRW has been established to support small and medium-sized enterprises in advanced materials, components, and equipment within the semiconductor sector [6] - The government is adjusting its strategic industry fund plans, increasing the investment in the semiconductor sector from 17 trillion KRW to 20 trillion KRW over the next three years [6] Group 4: Talent Development Initiatives - Starting next year, the South Korean government will implement a "high-end talent cultivation plan" for the semiconductor industry, which includes establishing special research funds and providing support for international scholars [7]