AI Industry Development & Policy Dynamics

According to NEWSIS, SK Telecom ended trading on July 26 up 0.50% at 100,000 won but surged nearly 5% during the session amid a market selloff, as analysts raised valuations citing the company's Anthropic stake and AI data center expansion. Securities firms unveiled bullish targets, with Shinyang S

According to Korean media and OpenAI, Samsung Electronics Chairman Lee Jae-yong met with OpenAI founder Sam Altman at OpenAI's San Francisco headquarters on July 25 to discuss potential cooperation in artificial intelligence and semiconductor

According to Reuters, Samsung Electronics and Broadcom signed a memorandum of understanding on July 25 to expand collaboration on AI infrastructure. The South Korean government estimated the partnership at more than $200 billion over five years through 2030. Under the agreement, Samsung will

According to Future Asset Securities, on July 26, SK Telecom's target stock price was raised to 120,000 won, up 22.4% from the previous close of 100,000 won on July 24. The brokerage maintained a "buy" recommendation. The price increase follows SK Telecom's announcement on July 23 of a new data

According to Morgan Stanley analyst Jonas, SpaceX stock fell to $115.07 on Friday, down roughly 18% from its $135 IPO price in mid-June, suggesting the market has largely failed to price in the company's artificial intelligence business

Hyundai Motor Group announced its Physical AI vision on May 24 (local time) at the San Francisco AI Summit, with Chairman Chung Euisun leading the initiative to establish the city as the group's innovation hub. The strategy aims to achieve city-level integrated intelligence by connecting

According to Yonhapinfomax, Hyundai Motor Group Chairman Chung Euisun announced the company's Physical AI vision on July 24 at the San Francisco AI Summit. The vision extends beyond individual device intelligence to city-level integrated intelligence through connected systems across vehicles,

According to Beating monitoring, Kimi team held a K3 product launch celebration event on Friday (July 25) at a venue in Beijing. The event featured messaging about 'K3 expansion upgrade' and displayed slogans like 'Reach for the moon.' Moon's Dark Side (Moonshot AI) co-founder and president Zhang

According to Jin10, Nvidia CEO Jensen Huang said on July 25 in an external media interview that talented people will always find excellent solutions, and China is destined to produce outstanding AI technology. He added that the world should continue to learn from and collaborate with Chinese

According to Beating, in a latest interview OpenAI CEO Sam Altman said humanity has entered technological singularity, describing it as a concept he once discussed casually with colleagues a decade ago. Altman noted that while a clear "singularity moment" may not exist, the current stage is

According to Beating, an open letter titled "Open Weights and U.S. AI Leadership" has doubled in corporate signatures from 25 to 50 in two days. The letter, initially signed by Nvidia and Microsoft, calls on the U.S. government against premature restrictions on downloadable and self-deployable open-

According to Bloomberg, DeepSeek's investor meeting notes leaked without authorization on July 26, disrupting the company's ongoing $71 billion funding round. Co-founder梁文锋 has paused the financing process to reassess information disclosure procedures and investor communication mechanisms. DeepSeek

According to Calcalist, Microchip Technology signed a definitive agreement to acquire Hailo, an Israeli developer of edge AI processors and software, in July 2026. The deal is expected to close toward the end of Microchip's fiscal quarter ending September 30, subject to regulatory approvals. Hailo m

According to Beating, OpenAI experienced a near-global service outage on July 26, with API, ChatGPT, and Codex experiencing widespread errors. The primary disruption lasted nearly two hours before services were restored. To compensate affected users, OpenAI product lead Tibo announced that all Codex

According to RootData, Quack AI (Q) will unlock approximately 16.11 million tokens worth $3.82 million on August 2, 2026 at 00:00 Beijing time.

According to Beating, Andrej Karpathy, OpenAI cofounder and member of Anthropic's pretraining team, removed Anthropic from his X bio, sparking speculation that he had left the company just 68 days after joining. Responding to questions from users, Karpathy dismissed the claims as "strange

According to Bloomberg, DeepSeek has paused its second fundraising round after founder Liang Wenfeng expressed frustration with online reports attributed to him about China's AI capabilities and the industry's reliance on Nvidia chips. The Chinese AI startup, owned by hedge fund High-Flyer Asset

According to Chosun Daily, at the San Francisco AI Summit, Hyundai Motor Group announced plans to expand into physical AI including autonomous driving, robotics, and AI factories. Chairman Chung Eui-sun outlined a three-stage approach: first enhancing vehicle and robot intelligence, then deploying A

LG AI Research developed a financial AI service that analyzes approximately 8,000 listed companies in the US and Korea, according to Lee Hwa-young, Executive Director of Business Development at LG AI Research, in an interview on the 24th. The AI system uses multiple specialized agents—an AI

According to Lee Hwa-young, executive director at LG AI Research Institute, the institute recently developed a financial AI service that analyzes approximately 8,000 listed companies across the U.S. and South Korea to generate one-month-ahead corporate forecasts with explanatory scores. The system u