AI Industry Development & Policy Dynamics

According to Yoon Kyung-hoon, OpenAI's Korea general manager, speaking at Samsung SDS Real Summit 2026 on September 8, the productivity gap between the top 10% AI-adopting enterprises and median-level companies widened from 2.6x to 8.6x during the January-June 2026 period, with the manufacturing

According to Bloomberg, Malaysia is considering Huawei Technologies to supply AI chips for its 2 billion ringgit ($494 million) sovereign AI initiative, announced September 7. The project, run by state-linked Telekom Malaysia Bhd. following a public tender, aims to keep sensitive government data

SK Hynix and Samsung Electronics stocks rose in morning trading on September 8, with SK Hynix up 3.08% to 1.838 million won at 9:26 AM and Samsung Electronics gaining 1.02%. The rally followed strong gains on September 7, when Samsung Electronics closed up 5.68% and SK Hynix up 8.26%. Investor

According to ZhiTong Finance, Firmus and OpenAI announced a multi-year strategic partnership on September 8, with OpenAI becoming an anchor customer for dedicated AI computing power at Firmus's two AI factories in Malaysia. The deal brings Firmus's total committed compute capacity to over 900

Evercore ISI predicts institutional investors may begin tax-loss selling of underperforming US large-cap stocks earlier than usual this year, potentially starting after Labor Day rather than the typical October timeframe, to free capital for anticipated initial public offerings by OpenAI and

According to Evercore ISI, on September 7, institutional investors may accelerate tax-loss harvesting sales beginning after Labor Day to raise cash for upcoming major AI company IPOs from OpenAI and Anthropic. The strategy typically occurs in October, but demand for IPO participation funds may

The KOSPI opened at 7,045.79 on the morning of September 8, up 50.40 points or 0.72% from the previous trading session, reclaiming the 7,000 level. The KOSDAQ index also rose 2.84 points or 0.35% to open at 825.03. The rally continued from the previous day despite the New York stock market being

According to Security Times, Chinese enterprise AI software provider Yunxi Technology has confidentially filed for a Hong Kong listing. Founded in 2016, the company provides AI software for member marketing, order transactions, and supply chain functions. Yunxi completed a Series D funding round of

According to Bloomberg, OpenAI Chief Scientist Jakub Pachocki warned that AI is evolving rapidly and becoming increasingly difficult for humans to understand and control. Current AI models can operate computers, collaborate with humans and other AIs, and execute research projects. Pachocki

According to PANews, on September 8, Nvidia CEO Jensen Huang stated on X that Nvidia's computing power is a productive asset capable of generating revenue due to its interchangeability, durability, and ease of rental. Huang cited a post from Ornn noting that H100 GPU rental prices rose 22% within on

According to PANews, OpenAI will reset usage quotas across all paid subscriptions on September 8 to allow users who exhausted their limits on tasks like 3D modeling with Blender to continue using Astra. The reset is scheduled for approximately 6 p.m. PT, announced by Tibo, a member of OpenAI's

Samsung SDS announced on the 8th at COEX Convention Center that it has become the first Korean company to participate in OpenAI's Daybreak Partner Program, while officially declaring entry into the robotic transformation (RX) business. CEO Lee Jun-hee delivered the keynote at the Enterprise AX

According to Yonhap Infomax, Samsung SDS became the first Korean company to join OpenAI's Daybreak Partner Program as a pilot partner on September 8. The company plans to leverage OpenAI's next-generation models and provide comprehensive AI security services. OpenAI CEO Sam Altman said in a video me

According to Bloomberg, large US tech firms including Google, Apple, Meta, Amazon, and Microsoft have shown stronger interest over the past six to eight months in building data centers in Australia. The shift is driven by renewable power availability, land accessibility, and proximity to Asia, as

LS Securities downgraded Korea Electric Power Corporation's (KEPCO) target price to 48,000 won from 52,000 won, citing rising energy raw material costs driven by the prolonged Middle East conflict. The brokerage maintained its 'buy' rating despite lowering the target by 7.7%, representing 46.6%

According to Goldman Sachs' Delta One desk chief Rich Privorotsky, OpenAI's new Astra model represents a significant breakthrough in AI capabilities. SoftBank, a major OpenAI investor, surged over 10% overnight following the announcement, while Oracle rose approximately 5.5%. Privorotsky noted

Samsung Electronics and SK Hynix showed mixed movements in pre-market trading on September 8, with Samsung down 0.19% to 269,500 won while SK Hynix rose 0.39% to 1.79 million won as of 8:18 AM in Nexttrade pre-market. The fluctuation follows significant gains on September 7, when Samsung

Samsung Electronics and SK Hynix declined in pre-market trading following the previous day's semiconductor stock rally. As of 8:09 AM in NextTrade pre-market, Samsung Electronics traded 0.56% lower at 268,500 won, while SK Hynix fell 0.34% to 1,777,000 won. The weakness follows profit-taking

According to Nextrade premarket data, on September 8, Samsung Electronics and SK Hynix saw declines of 0.56% and 0.34% respectively, following the previous day's strong rally. SK Squar dropped 0.89%, and Samsung Electro-Mechanics fell 1.17%. The declines reflect profit-taking pressure after

According to a press briefing held by China's State Council Information Office on Sept 7, the 5th Global Digital Trade Expo will open in Hangzhou from Sept 23-27, featuring eight exhibition zones including a newly established Token-themed area. The expo will showcase artificial intelligence