Current Status of Domestic Data Centers and Markets
Review the project stages, regional distribution, and aggregation scope of publicly disclosed data centers.
Market data guideAI-DC KOREA RESEARCH
In the face of market changes,
Until the next business decision.
This is specialized data center research that tracks changes in project sites by address, as well as changes in power supply, permits, telecommunications, water supply, and investment criteria.Review both the analysis and the actual facility data.
Changes by Sector
Check the dates and details of announcements regarding development, power, and investment.
News & TrendsReview Criteria for My Project
After reviewing market data, verify the conditions at the project site address.
Site analysisLatest Weekly Research
Business Applications of Pohang PF and Pre-Leasing, Along with AI Cooling and ESS Technologies
Financial agreements and preliminary lease commitments have been added to the construction progress in Pohang, and in the cooling and energy storage sectors, product approvals and joint development partnerships have been announced. While the implementation progress of the project sites and the technical readiness of the equipment should be displayed on the same screen, the validity of contracts and units of measurement must be kept separate.
Included News6 entriesNumber of Sites Nationwide and Categories
Topics Covered3Based on sectors where public announcements are made
Observation Period09-18–09-24Revised and published on September 27
PUBLICATION ARCHIVE
Research Archive
Weekly BriefSeptember 18, 2026 – September 24, 2026 · Reinforcement Plate
Business Applications of Pohang PF and Pre-Leasing, Along with AI Cooling and ESS Technologies
Financial agreements and preliminary lease commitments have been added to the construction progress in Pohang, and in the cooling and energy storage sectors, product approvals and joint development partnerships have been announced. While the implementation progress of the project sites and the technical readiness of the equipment should be displayed on the same screen, the validity of contracts and units of measurement must be kept separate.
Weekly BriefSeptember 11, 2026 – September 17, 2026 · Reinforcement Plate
Large-Scale Investment Planning, Permit Review, and Phasing of Offshore Data Centers
Discussions regarding the Gunsan investment, the Donghae AI infrastructure plan, the Ulsan expansion, and the Muan permitting process and offshore data center concept have all emerged simultaneously. Capital contributions, financing plans, permitting reviews, and conceptual approvals represent different stages of progress. When making investment decisions, it is important to consider the documents required for the next stage and the responsible parties.
Weekly BriefSeptember 4, 2026 – September 10, 2026 · Reinforcement Plate
How to Turn Investment Reviews and MOUs into Conditions for Actual Construction
This was a period marked by the signing of an investment agreement for a data center in Dangjin, the review of investment opportunities in the Gangwon region, and collaboration on modular data centers, all occurring simultaneously. Rather than simply adding up the announced scales of these different projects, the key is to compare the site, power supply, permits, project owners, and schedules for each one individually.
Weekly Brief2026-08-27~2026-09-03
AI-DC KOREA Weekly Signal — Between Announced Capacity and Confirmed Supply
In this week’s review of the original text, no new statistics from the same population were identified to replace the existing official baseline. The government’s 8.4 GW and 18.4 GW plans are investment roadmaps and do not imply grid connection, permitting, or financial close for individual projects. Therefore, evidence-based management—verifying power purchase agreements, permit numbers, land title, and funding maturities for each project—is essential.
In-depth Research2026 Q3
2026 Comprehensive Trends in Data Center Development, Permitting, and Power Supply in South Korea
This report does not view domestic data centers as a single aggregate in terms of MW. It treated 165 facilities of 500 m² or larger in 2024, 150 KEPCO customers totaling 1,986 MW as of the end of 2023, and 36 AI-DC KOREA key project sensors as separate populations. The report distinguished between the number of facilities, customer contracts, IT load, power supply and contracted capacity, MVA, and announced capacity, and reassessed the status (operational, completed, under construction, approved, planned, or on hold) on an address-by-address basis. In the Seoul Metropolitan Area, the share of contracted power (70.6%) was higher than the share of facilities (60.0%), and as of March 2026, the cumulative number of grid impact assessment applications narrowed from 522 to 10 that were ultimately deemed eligible for supply. However, this ratio should not be interpreted as an individual probability of approval. For supply projections from 2027 to 2030, the lower and upper ranges for projects/phases with publicly announced target dates are presented alongside their original capacities; different MW figures are not aggregated. The conclusion is that only assets for which both the power supply and permitting documentation can be verified simultaneously should be treated as confirmed supply.
Practical Column for Business Owners
From applying for electricity to power system impact assessments, contractor agreements, and power connection—find the actual required documents and application procedures here.
Publication Structure and Scope
Updated at least once a week · Quarterly official releases · Annual outlookWe operate with this goal in mind. We maintain a record of previous issues and corrections, and in the event of a delayed publication, we distinguish between the observation period and the actual publication date.
We cross-reference official source documents, operator announcements, and change logs.
We cross-reference official source documents, operator announcements, and change logs.
We cross-reference official source documents, operator announcements, and change logs.
We cross-reference official source documents, operator announcements, and change logs.
Quarterly In-Depth Analysis Topics
- Q1 Development Pipeline and Supply by Region
- Q2 Power Supply Availability and Grid Risks
- Q3 Site, Permitting, and Infrastructure Risks
- Q4 Outlook on Transactions, Costs, Investments, and Exits