🔥 Korea's AI Competitiveness Strategy: From GPU Acquisition to National Vision - Latest Industry Trends
📅 Analysis Period: May 01, 2025 - May 06, 2025
📌 Korea Chamber of Commerce's '333 Strategy': Recommendations to Enhance Korea's AI Competitiveness
The Korea Chamber of Commerce and Industry has proposed a '333 Strategy' for Korea to become one of the top three AI powers (G3). They emphasize that the next 3-4 years are a golden opportunity, during which Korea must ensure sufficient supply of energy, data, and talent to create a virtuous cycle in the three AI value chains (infrastructure, models, and AI transformation).
- "Aiming to be among the top 3 AI powers"...Korea Chamber of Commerce proposes 333 strategy
• Presents strategy for Korea to join global AI powers
• Emphasizes sufficient supply of 3 key inputs (energy, data, talent)
• Article Link | May 06, 2025 - Korea Chamber of Commerce presents AI '333 Strategy'..."Develop Korean LLM, ease power regulations"
• Policy recommendations for Korea to become a top 3 global AI power
• Focus on national investment in energy, data, and talent
• Article Link | May 06, 2025 - "Next 3-4 years are the golden time for Korea to become an AI powerhouse"
• Opportunity amid intensifying global AI competition
• Presents 'AI Ecosystem Building Strategy Recommendations'
• Article Link | May 06, 2025 - Korea's AI investment at 1/4 the US level...Chamber says "3-4 years is the golden time for AI advancement"
• Need for comprehensive support for infrastructure, AI models, and AI transformation
• Suggests activation plans for three key inputs and value chains
• Article Link | May 06, 2025 - "Next 3 years will determine Korea's entry into AI G3...need to build AIDC and Korean LLM"
• Government-led maximization of energy, data, and talent inputs needed
• Emphasizes large-scale investment for building Korean LLM
• Article Link | May 06, 2025
📌 Presidential Candidates' AI Policy Competition
Ahead of the 21st Presidential Election, candidates from each party are competitively announcing AI-related pledges. They recognize AI as a core element of national competitiveness and are promising infrastructure construction and investment expansion.
- 'Catching up with US & China'...What are the AI pledges of Lee Jae-myung, Han Deok-soo, Kim Moon-soo, and Lee Jun-seok?
• Presidential candidates' AI policy competition intensifies
• Focus on innovation across AI industries and strengthening national competitiveness
• Article Link | May 06, 2025 - ChatGPT has been around for 3 years, but Korea was busy making 'stronger AI regulations'
• Arguments for focusing on AI utilization rather than regulation
• Suggestions for directions to avoid falling behind in global AI competition
• Article Link | May 06, 2025 - Lee Jae-myung: "Armed with AI...I will make Korea one of the top 4 defense industry powers"
• Presents vision for AI-based defense industry innovation
• Announces pledges linking AI to national security
• Article Link | May 06, 2025 - People Power Party's 8 candidates launch 'policy competition'
• Various pledges including AI policy announcements
• Plans for nationwide AI hub cities with 150 trillion won investment
• Article Link | May 06, 2025 - Rose Election preliminary candidates all rushing to announce 'AI pledges'
• Major candidates emphasize securing AI competitiveness
• Promises to create AI data clusters and large-scale investments
• Article Link | May 06, 2025
📌 Korean Companies Strengthening AI Infrastructure
Major Korean companies such as Samsung SDI and LG Uplus are strengthening their infrastructure to respond to the AI era. They are particularly focusing on developing batteries for AI data centers and next-generation base station technology.
- Samsung SDI targets Europe with AI data center specialized 'UPS·ESS' batteries
• Showcasing next-generation battery products for the AI era
• Participating in InterBattery Europe 2025 exhibition
• Article Link | May 06, 2025 - Samsung SDI showcases 'AI-focused' data center UPS batteries
• Unveils new 'U8A1' battery for AI data center UPS
• Reduces installation area by 33% compared to previous generation
• Article Link | May 06, 2025 - LG Uplus collaborates with Ericsson on AI-integrated next-generation base stations
• AI integration for network optimization and automatic fault detection
• Flexible response through software upgrades
• Article Link | May 06, 2025 - LG U+ showcases AI-integrated next-generation base stations with Ericsson
• Cloud RAN technology verification completed
• Expected to play a key role in the 6G era
• Article Link | May 06, 2025 - LG Energy Solution and Samsung SDI showcase ESS and AI batteries at InterBattery in Germany
• Launching ESS and dedicated AI data center batteries
• LG Energy Solution to unveil ESS-dedicated battery cells produced at Poland factory
• Article Link | May 06, 2025
📌 OpenAI's Decision to Maintain Non-profit Structure
OpenAI has withdrawn its plan to convert to a for-profit corporation and decided to maintain its non-profit organizational structure. This is analyzed as a result of external pressure and concerns about artificial intelligence safety and public interest issues.
- OpenAI's for-profit conversion hits the brakes, funding prospects also dimming
• Maintains founding principle of building AI systems with safety as priority
• Reflects negative public opinion about focus on profit generation
• Article Link | May 06, 2025 - OpenAI withdraws for-profit conversion..."Will continue to be controlled by non-profit organization"
• Commits to ensuring AGI benefits all of humanity
• Decides to maintain non-profit organization control
• Article Link | May 06, 2025 - OpenAI ultimately maintains 'non-profit' status...withdraws for-profit conversion
• Influence of Elon Musk's criticism and lawsuit
• Support from former employees' court briefs
• Article Link | May 06, 2025 - OpenAI: "Giving up on for-profit conversion"...continues non-profit corporation attributes
• Yields to external pressure, abandons for-profit conversion plans
• Decides to maintain founding non-profit corporation attributes
• Article Link | May 06, 2025 - 'Musk vs Altman' OpenAI profitization preliminary trial...which side has better odds?
• Judgment on balance between AI technology's public interest and commerciality
• Impact on AI company governance structures and funding methods
• Article Link | May 06, 2025
📌 Global AI Competition and Strengthened Technology Sanctions
The United States is strengthening export controls on AI semiconductors to China and is pursuing legislation to attach tracking devices to AI chips to prevent smuggling. Global competition for AI technology dominance is intensifying.
- US Congress pushing for Nvidia AI chip tracking to 'prevent Chinese smuggling'
• Legislation to block Chinese inflow of US-made AI chips
• Considering mandatory location tracking device attachment
• Article Link | May 06, 2025 - "Don't sell AI chips to China"...Intel follows Nvidia in restrictions
• US strengthens AI semiconductor export regulations against China
• Major companies facing restricted access to Chinese market
• Article Link | May 06, 2025 - US sanctions against China's DeepSeek intensify...AI chip purchases blocked
• Strengthened regulation of Chinese apps due to data leakage concerns
• AI technology hegemony competition intensifies
• Article Link | May 06, 2025 - "Trump's tariff bomb will kill all US AI"
• Warning of crisis for US AI industry
• Concerns about trade policy impact on AI competitiveness
• Article Link | May 06, 2025 - K-Smart Shipyards receiving US love calls...digital and intelligence improving efficiency and safety
• Smart shipyards gaining attention as US-Korea cooperation field
• AI technology application in shipbuilding sites
• Article Link | May 06, 2025
📌 Industry-wide Adoption of AI Technology
AI technology utilization is expanding across various industries including legal, medical, and education. The government is also actively promoting AI education expansion, including introducing AI textbooks at the APEC Education Ministers' Meeting.
- Court: "AI automatic complaint drafting is not a violation of Attorney Act"...likely to impact industry
• Influencing AI technology adoption controversy in legal industry
• Legal basis established by Seoul Administrative Court ruling
• Article Link | May 05, 2025 - "Look into my eyes"...AI technology that detects heart disease and diabetes just by looking at eyes
• Technology emerging to predict various diseases through retinal images
• Diagnosis of various conditions including hypertension, diabetes
• Article Link | May 06, 2025 - APEC Education Ministers' Meeting to be held May 13-15 in Jeju...introducing AI textbooks
• Discussion on AI and digital transformation with personalized education innovation
• Topics include global education cooperation and expanded access to opportunities
• Article Link | May 06, 2025 - APEC Employment Ministers' Meeting...focus on 'AI era jobs'
• First meeting in Korea in 11 years
• Discussion on future job issues due to AI proliferation
• Article Link | May 06, 2025 - "AI recommendations worked"...fashion app growth faster than ChatGPT
• Rising satisfaction with AI-powered personalized services
• Platform growth due to increased male consumer usage
• Article Link | May 06, 2025
📌 Government and Local Authorities' AI Policy and Research Support
Seoul Digital Foundation is partnering with MIT and KAIST to pursue Seoul policy-based AI research, demonstrating expanded government and local authority AI policy research and infrastructure support.
- Seoul Digital Foundation partners with MIT and KAIST for policy-based AI research
• Launches joint AI research based on Seoul city policy needs
• Promotes policy AI integration research support project
• Article Link | May 06, 2025 - Korea Chamber of Commerce: "Government should support AI data centers and Korean AI development"
• Emphasizes government role for advancement to AI G3 nation
• Analysis of need to strengthen three major value chains
• Article Link | May 06, 2025 - "Next 3-4 years are the golden time for AI powerhouse advancement"...Chamber submits policy tasks
• Emphasizes government role in infrastructure, models, and AI transition
• Raises need for comprehensive policy support
• Article Link | May 06, 2025 - Chamber of Commerce: "Next 3-4 years are the golden time for AI powerhouse advancement"
• Announces AI ecosystem building strategy recommendations
• Emphasizes need for government's strategic support
• Article Link | May 06, 2025 - Chamber's recommendation..."3-4 years golden time, must focus on 'AI G3' policies"
• Proposes 3-3-3 strategy for AI G3 advancement
• Policy recommendations to strengthen three major value chains
• Article Link | May 06, 2025
📈 AI-Based Stock Recommendations
| Company | Recommendation Reason |
|---|---|
| Samsung SDI | Expected business expansion and sales increase due to launch of 'U8A1' battery for AI data centers |
| LG Uplus | Securing competitiveness for the 6G era through collaboration with Ericsson on AI-integrated next-generation base station technology |
| LG Energy Solution | European market expansion through ESS and AI data center dedicated battery launch |
| KT Cloud | Emerging as a leading company in AI foundry business and AI infrastructure construction |
| Kakao | Expected benefits from expansion of AI-based services and government AI ecosystem support policies |
🔑 Key Keywords
AI 333 Strategy, AI G3, Golden Time, AI Data Center, Korean LLM, Next-gen Base Station, Non-profit AI, Technology Sanctions, AI Education, AI Infrastructure
