Samsung and SK Hynix's new fabs at the Yongin-Pyeongtaek semiconductor mega-cluster will face transmission and power-connection delays past their original completion targets.

Seoul is merging five state power generators into a single entity partly to unlock the scale needed to build grid and renewable capacity faster for the chip cluster. But the merger itself is likely to consume management bandwidth on headquarters-siting disputes among the five current host cities, labour union consultations, and integration costs well before it delivers any extra transmission capacity, so the promised acceleration will arrive too late for the fabs that need it most.