AI Industry Development & Policy Dynamics

The Korea Credit Guarantee Fund (KODIT) released data on July 6, showing that fund management revenue for January–May totaled KRW 1.5897 trillion, more than triple the KRW 451.7 billion in the same period last year, and has already surpassed the full-year performance for 2025 (KRW 1.1195 trillion) within five months; the boom in the Korean stock market is the main factor driving the surge in fund management revenue. KODIT’s operating multiplier has recently fallen below 10x. KODIT’s Jan–May Fund

According to Morgan Stanley Investment Management, the firm released its second quarter deep research report titled "Artificial Intelligence: Ten Investment Truths" on July 6, highlighting that AI is no longer a purely technological race but a systemic transformation reshaping global industry and or

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According to Guru Club, Amazon AWS notified supply chain partners on July 6 that it will increase shipment volumes for Q3 2026 by 20 to 30 percent compared to original forecasts, signaling confidence in Trainium 3 sales

KT announced its transformation into an 'AX Platform Company' on the 6th, with CEO Park Yoon-young unveiling the strategy at the company's first press conference since his appointment at Pullman Ambassador Seoul Eastpol Hotel in Gwangjin-gu. The telecom operator plans to invest approximately 12

According to Seoul Economic, reported on July 3-4, 2026, Shin Han Financial Group held its 2026 second-half executive forum with approximately 300 managers, declaring artificial intelligence transformation (AX) as a core strategic priority. Chairman Jin Ok-dong emphasized the urgency of AI

Hyundai Motor showcased Boston Dynamics' humanoid robot Atlas at the FIFA World Cup 2026 halftime show on July 6 (local time), where the robot delivered game equipment to the referee during the 16th round match. The performance was part of Hyundai's global brand campaign 'Next Starts Now,'

According to a Goldman Sachs report disclosed by P Equity Research, Chinese domestic AI accelerator chips are expected to capture over 50% of the market share in 2026, with Huawei and Alibaba's Pingtouge leading at 20% and 7% respectively. Meanwhile, Nvidia maintains its dominance with 55% of the ov

According to Huatai Securities, South Korea's exports surpassed expectations in June, with trade surplus reaching an all-time high, driven by strong AI-related supply chain demand. The brokerage noted that leading indicators suggest continued strength in AI trade, indicating South Korea's export

According to Financial Times, the UK Financial Conduct Authority (FCA) warned of an "arms race" in artificial intelligence regulation within the financial sector and called for new regulatory powers to oversee large language models including ChatGPT, Claude, and

According to The Kobeissi Letter, by 2027, Alphabet, Amazon, Meta, Microsoft, and Oracle's combined AI capital spending is projected to reach 3.2% of US GDP, marking the first year this exceeds estimated defense spending of 2.7%. The five companies' AI capex is forecast to hit approximately $800 bi

The South Korean government announced a 4,700 trillion won semiconductor and AI mega-project on June 29 at a Blue House national briefing, with Samsung Group committing 2,655 trillion won and SK Group pledging 2,100 trillion won in combined investments. The announcement aims to diversify the

According to BeInCrypto, Coinbase's AI alert function on its prediction market incorrectly pushed a false World Cup match result on the weekend (July 6), announcing Norway's 3-2 victory over Brazil before the match had begun. Coinbase CEO Brian Armstrong responded that the team is investigating the

According to Gluo Club, the 25th China Internet Conference will be held July 8-10, focusing on AI industrialization, computing power interoperability, and data element marketization. The Ministry of Industry and Information Technology previously released the Computing

President Lee Jae-myung will chair a public-private joint meeting at the Blue House on June 6 at 10am to review follow-up measures for South Korea's 'Three Mega Projects.' The meeting aims to discuss implementation plans for large-scale investments in semiconductors and AI data centers announced at

According to Yonhap InfoMax, South Korean President Lee Jae-myung convened a government-business joint meeting on July 6 to oversee follow-up measures for major semiconductor and AI data center investment plans announced this week. Samsung Electronics President Kim Yong-gwan and SK Hynix CEO Kwak

Deputy Prime Minister and Minister of Economy and Finance Koo Yun-chul chaired the second meeting of the Public-Private Service Industry Competitiveness Task Force on the 6th at Westin Chosun Seoul, calling for the enactment of a Service Industry Development Basic Act to provide concentrated

According to Kyobo Securities on July 6, the brokerage raised its target price for Samsung Electro-Mechanics to 3 million won from 1.2 million won, citing improved earnings driven by AI server component demand. The brokerage maintained its buy rating. Kyobo forecasted second-quarter revenue

According to Reuters, on July 5, Bridgepoint led a 200 million euro ($229 million) funding round for Skello, a French AI human resources software company specializing in scheduling and workforce management for frontline teams. Bridgepoint will serve as lead minority shareholder through Bridgepoint

Samsung Securities issued a weekly investment strategy report on July 6 forecasting that AI and semiconductor stocks may rebound if BigTech companies' second-quarter capital expenditure guidance exceeds market consensus during the upcoming earnings season. The brokerage attributed this outlook to Bi