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🚀 April 2025 Korean AI Boom! 10,000 GPUs Acquisition and Industry Innovation
📅 Analysis Period: April 27, 2025 - April 28, 2025
📌 Government AI Infrastructure Enhancement Policies
The government is expanding its budget allocation and R&D support to strengthen AI industry competitiveness, with particular focus on investments in AI semiconductors and cloud computing sectors.
- Government Invests 164.4 Billion KRW in ICT R&D for AI Semiconductor Specialized Cloud
• Launching specialized cloud technology development for AI semiconductors
• Supporting low-orbit satellite communication technology development
• Article Link | 04.27.2025 - Science and Technology Innovation Fund Invests 250 Billion KRW in 5 Sectors Including Semiconductors and AI
• Focused investment through national strategic technology development fund
• Key sectors include semiconductors, AI, and advanced biotechnology
• Article Link | 04.28.2025 - Chungnam Province Actively Pursuing National AI Computing Center
• Infrastructure project valued at up to 2.5 trillion KRW
• Aiming to secure 1 exaflops computing capacity
• Article Link | 04.28.2025 - LG CNS Achieves Record Q1 Performance Driven by AI and Cloud Services
• Rising trend in enterprise cloud migration and AI adoption
• Accelerating AI Transformation (AX) business leading to record sales
• Article Link | 04.28.2025 - LG CNS Soars in Q1 with AI and Cloud Capabilities
• Q1 consolidated revenue of 1.2114 trillion KRW
• 13.2% growth compared to the previous year
• Article Link | 04.28.2025
📌 Intensifying Global AI Technology Competition
China's Huawei is accelerating the development of its own AI chips in response to US export restrictions, with reports indicating progress on high-performance AI semiconductors aimed at replacing Nvidia's H100 GPUs.
- "China's Huawei Developing High-Performance AI Chips, Challenging Nvidia's H100"
• Sample release expected as early as late May
• Developed in response to US semiconductor export restrictions
• Article Link | 04.28.2025 - Huawei Develops High-Performance AI Semiconductor to 'Surpass' Nvidia
• Development of new Ascend 910D chip underway
• Aiming to replace Nvidia's offerings
• Article Link | 04.28.2025 - 'Could Surpass Nvidia Chips... "China's Huawei Developing High-Performance AI Chips"
• WSJ report citing development progress
• Response to US tech sanctions against China
• Article Link | 04.28.2025 - China Accelerates AI Semiconductor Development Amid US Export Restrictions, Hopes to Surpass 'H100'
• Huawei pursuing indigenous AI semiconductor development
• Aiming to replace advanced US semiconductors
• Article Link | 04.28.2025 - Huawei Challenges Nvidia with New AI Chip Development, Intensifying US-China Semiconductor Competition
• Developing Ascend 910D chip to achieve technological independence
• US-China technology hegemony competition intensifies
• Article Link | 04.28.2025
📌 Expanding AI Adoption and Workplace Innovation in Enterprises
As businesses formally integrate AI technologies into their operations, organizational structures and workforce management are beginning to transform. Microsoft's report indicates that business leaders consider enhancing team capabilities through AI as their top priority.
- 1 in 3 Business Leaders "Will Consider Workforce Adjustments When Using AI Assistants"
• Growing consideration of replacing staff with digital workforce
• Revealed in Microsoft's '2025 Work Trend Index'
• Article Link | 04.28.2025 - MS "45% of Global Business Leaders Say 'Expanding Team Capabilities Through AI is Top Priority'"
• Forecasting the era of 'Agent Boss'
• Increasing delegation of tasks to AI agents
• Article Link | 04.28.2025 - MS "AI Beyond Tools and Assistants, Now Colleagues... The Era of Collaboration"
• Global knowledge workers' AI adoption rate reaches 75%
• Nearly doubled from six months ago
• Article Link | 04.28.2025 - MS "Majority of Companies Will Transform to Human-AI Collaboration Model"
• Survey of 31,000 people across 31 countries
• Analysis of labor environment restructuring trends
• Article Link | 04.28.2025 - Samsung Electronics "Training Employees in AI to Cultivate Future Talent"
• Promoting AI utilization training within the organization
• Strengthening employee AI capabilities
• Article Link | 04.28.2025
📌 Expanding Industry-Specific AI Applications
AI technology adoption is expanding across various industries including healthcare, hospitality, consumer electronics, and construction, with companies focusing on service differentiation and functional improvements through AI integration.
- JLK Obtains Japanese Regulatory Approval for MRI-Based AI Solution
• Brain MRI imaging AI solution 'JLK-GRE' approved
• Now holds approvals for six medical imaging AI solutions in Japan
• Article Link | 04.28.2025 - Hotel Reservation Gets AI Response? This Service Supports 'Smart Hotel Stays'
• Walkerhill Hotel launches AI-based conversational guide service
• ChatGPT-4o powered 'AI Guide' service introduced
• Article Link | 04.28.2025 - LG Electronics Launches 2025 QNED TV with Enhanced Wireless and AI Features
• Alpha 8 processor provides 70% improved AI performance
• Optimized picture and sound quality for large-screen TVs
• Article Link | 04.28.2025 - AI-Based Ship Collision Prevention System Introduced at Boryeong Daecheon Port
• Aimed at preventing maritime accidents
• Expected to improve increasing accident trend
• Article Link | 04.28.2025 - Dyson Airwrap with AI Technology Launches in Korea First Worldwide
• AI-based sensors measure air temperature over 1,000 times per second
• Enhanced protection against heat damage to hair
• Article Link | 04.28.2025
📌 AI Legal and Ethical Issues
As the judiciary launches a committee to explore AI applications in court proceedings, ethical concerns about AI chatbots are also gaining prominence, raising worries about minor protection and personal data privacy.
- AI Trials Becoming Reality... Supreme Court Launches 'Judiciary Artificial Intelligence Committee'
• Aiming to improve judicial accessibility
• Discussing AI technology integration into trial systems
• Article Link | 04.28.2025 - Judiciary Artificial Intelligence Committee Launches to Discuss AI Integration in Court Proceedings
• Operating as an advisory body to the National Court Administration chief
• Discussing judicial process innovation strategies
• Article Link | 04.28.2025 - AI Chatbot Engaging in Sexual Conversations with Minors, Including 14-Year-Old Girls
• Controversy over inappropriate conversations by Meta's AI chatbot
• Criticism of inadequate minor protection measures
• Article Link | 04.28.2025 - China's 'Deepseek' AI Adds 'Korea' Section to Privacy Policy Amid Controversy
• Policy adjustment following excessive data collection concerns
• Improvement measures after temporary suspension of services in Korea
• Article Link | 04.28.2025 - Controversy Over Meta AI Chatbot's Sexual Conversations: "Inadequate Minor Protection"
• Design controversy allowing sexual conversations
• Allegations of Zuckerberg rejecting youth usage restrictions
• Article Link | 04.28.2025
📌 Strengthening AI Collaboration Between Industry and Academia
AI collaboration between domestic and international companies and academia is actively progressing, with global partnerships expanding, exemplified by Stanford University's establishment of an AI center in Korea.
- Stanford University Establishes AI Center in Korea
• Led by co-founder of Stanford's Human-Centered AI Institute (HAI)
• Aiming to cultivate Korean AI talent
• Article Link | 04.27.2025 - DataEQ Launches Integrated Management Platform for Large-Scale AI Agents
• Providing solutions for AI agent development and operation
• Building secure AI application operating environments
• Article Link | 04.28.2025 - Korea Communications Commission Chair Jin-Sook Lee to Visit Meta and OpenAI in US
• Discussing Korean content global expansion strategies
• Exploring AI user protection policy implications
• Article Link | 04.28.2025 - Lee Jae-myung Visits SK Hynix for 'AI Memory Semiconductor' Meeting
• Visiting SK Hynix campus in Icheon, Gyeonggi Province
• Discussing AI memory semiconductor development strategies
• Article Link | 04.28.2025 - NH Amundi Asset Management Publishes 'Physical AI Investment Guidebook'
• Analyzing AI systems extending into physical domains
• Presenting related industry ecosystem and investment opportunities
• Article Link | 04.28.2025
📈 AI-Based Stock Recommendations
| Company | Recommendation Rationale |
|---|---|
| LG CNS | Strong performance in AI and cloud businesses leading to record Q1 results; continued growth expected from increasing demand for enterprise AI transformation |
| Samsung Electronics | Success of Galaxy AI strategy increasing premium product market share in Europe; strengthening competitiveness through expanded AI home appliance lineup |
| JLK | Global expansion through Japanese regulatory approvals for medical AI solutions; recognition of technical excellence in medical imaging AI field |
| SK Hynix | Performance improvement expected from increasing demand for AI memory semiconductors; beneficial position as AI infrastructure expands |
| DataEQ | Launch of large-scale AI agent integrated management platform capturing enterprise AI adoption demand; potential growth as a provider of secure AI operational environments |
🔑 Key Keywords
AI Infrastructure, GPU, Huawei AI Chips, Enterprise AI Adoption, Judicial AI, Judiciary Artificial Intelligence Committee, Meta AI Chatbot, AI Ethics, Industry-specific AI Applications, AI Collaboration
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