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NewsTopic · 韩国NPU数据中心采购Material2 min readDisconfirmAI Editorial

Korean Industry Calls for Reform of AI Data Center Procurement Standards to Support Domestic NPUs and Cooling Equipment

Korean firms and government held a roundtable demanding relaxed NPU entry barriers, streamlined approvals, and microgrid pilots to localize the AI data center supply chain.

2026-11-02 13:00 GMT+8

On November 2, 2026, the Federation of Korean Industries (FKI) and the Presidential National Artificial Intelligence Strategy Committee jointly hosted a corporate roundtable on activating the AI data center industry ecosystem. Representatives from the Korean industry argued that to ensure large-scale AI data center investments translate into domestic corporate growth and exports, uncertainties in power supply and permitting must be reduced, and market entry opportunities for domestic AI semiconductors and power cooling equipment must be expanded.

In the semiconductor sector, although Korean domestic Neural Processing Units (NPUs) have entered the commercialization stage, companies pointed out that the main barrier to their adoption in data centers is compatibility issues with software environments dominated by overseas Graphics Processing Units (GPUs). Some public AI projects are tendered with assumptions about specific GPU products or server configurations, limiting opportunities for domestic NPU participation. Consequently, the industry suggested shifting procurement standards from hardware-brand-oriented to performance-and-capacity-oriented criteria for learning and inference, thereby unlocking initial demand.

Regarding infrastructure support, equipment manufacturers stated that despite possessing technology for transformers, switchboards, and cooling facilities, they face difficulties entering the market due to a lack of application track records and demonstration opportunities in data centers. Operators also expressed concerns about the costs and operational risks associated with introducing products with few verified cases. To address this, the industry proposed building large-scale test facilities, supporting demonstration participation costs, and simplifying the Korea Certification (KC) review procedures. Additionally, to tackle grid capacity shortages in renewable energy-dense areas like the southwest, companies suggested expanding demonstration exceptions to allow nearby data centers to be powered by microgrids combining self-generation facilities and Energy Storage Systems (ESS).

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Kim Chang-beom, Senior Vice Chairman of the FKI, emphasized at the meeting that it is now important not just how many AI data centers are built, but what fills them. He called for creating a virtuous cycle where Korean companies' semiconductor and power cooling technologies are utilized in domestic data centers, and that experience leads to global orders and exports. Currently, the National AI Strategy Committee and the FKI plan to refine the opinions collected during the session and continue consultations to reflect them in the government's AI strategy and related policies.

Sources

  • etnews.com미래를 보는 창 - 전자신문↗
Topic

韩国NPU数据中心采购

韩国国家AI计算中心(National AI Computing Center)的建设历程折射出本土NPU(神经网络处理器)在数据中心采购中的困境与转机。该项目位于全罗南道海南郡,旨在构建大规模AI算力基础设施。2025年,因强制要求50%…

6 steps1 piecesUpdated 2026-11-02 19:02

How it got here

  1. 2025-05-01韩国国家AI计算中心首次公开招标,因包含50%国产NPU强制配额等条款,无企业应标而流标。blog.pebblous.ai ↗
  2. 2025-10-21第三次招标截止,政府取消NPU强制配额,将公共持股降至30%以下,并删除回购权条款。blog.pebblous.ai ↗
  3. 2026-02-09韩国科学技术信息通信部官员证实,三星SDS联合体正在审查在国家AI计算中心安装国产NPU的计划,以减少对英伟达的依赖。en.sedaily.com ↗

What is still unsettled

  • 取消强制配额后,国产NPU在实际商业部署中的自愿采用率能否达到行业预期的30%-40%?
  • 针对NPU与GPU混合架构的软件兼容性及基准测试标准何时能形成统一规范?
  • 政府计划如何利用ODA(官方发展援助)项目为本土AI芯片制造商开辟海外市场?
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