Druckenmiller to Visit South Korea for AI Infrastructure and Energy Investments

Global macro investor Stanley Druckenmiller is making his first public visit to South Korea, starting with meetings with Doosan and Doosan Enerbility executives in Seoul on September 22, 2026, followed by planned visits to AI-related companies including Samsung Electronics, SK hynix, Naver and Coupang, according to local media reports.

Druckenmiller runs Duquesne Family Office, which manages approximately $5.2 billion in assets. In February 2026, he told Morgan Stanley he held "large positions" in South Korea and Japan. His Seoul trip is seen as an opportunity to review existing investments and seek new targets. On September 10, 2026, at an investor event in New York, he said he had cut his AI exposure to 20% of its level six months earlier. Market watchers interpret the visit as a more selective approach to AI investing, focused on companies holding key positions in the AI supply chain.

Samsung Electronics and SK hynix are core suppliers of high-bandwidth memory (HBM), a critical component for AI chips. Doosan has significant exposure to copper clad laminate (CCL), a key material for AI chip substrates. Doosan Enerbility's main businesses include nuclear power plant equipment and gas turbines, aligning with Druckenmiller's recent push into energy investments.

Analysts say the trip signals the rising importance of South Korean companies in the global AI supply chain, rather than an outright retreat from AI investing. One financial industry insider said the visit could be read as confirmation that South Korean firms have become a key axis in the global AI supply chain, though whether it leads to substantial additional investment remains to be seen.