🔥 Korea's National Push to Join the AI Top 3! Analysis of the $1.3B Supplementary Budget and Industry Development Trends
📅 Analysis Period: April 17, 2025 - April 21, 2025
📌 Korean Government's AI Strategy and Increased Investment
The government has allocated a supplementary budget of 1.8 trillion won (approximately $1.3 billion) to strengthen AI infrastructure, aiming to position Korea among the world's top three AI powers. The plan includes securing 10,000 high-performance GPUs and implementing various policies to enhance national AI capabilities.
- Acting President Han: "Joining the AI Top 3 Must Be Realized"
• Acting President Han Deok-soo emphasizes AI top 3 entry as a national goal
• AI highlighted as a future growth engine through fusion with advanced technologies
• Article Link | 2025.04.21 - Acting President Han: "Joining the AI Top 3 Must Be Our Goal"
• Stresses the importance of securing three game-changer technologies: AI, bio, and quantum
• Emphasizes AI as a key driver of national growth
• Article Link | 2025.04.21 - Acting President Han: "AI Top 3 Entry is a Goal That Must Be Achieved... A Stepping Stone to Prosperity"
• Remarks made during Science and Information Communication Day ceremony
• Describes AI as a key driving force for future growth
• Article Link | 2025.04.21 - Kwon Seong-dong: "Expanding R&D Budget to 5%... 10 Trillion Won for AI and Semiconductors"
• Focus on R&D for 12 strategic technologies including AI, semiconductors, and bio
• Plans to expand R&D budget to 10 trillion won within 5 years
• Article Link | 2025.04.21 - National Power, National R&D Budget Ratio Expanded to Over 5%... 10 Trillion for AI and Semiconductors
• Promoting policy to expand R&D budget for 12 strategic technologies
• Increased R&D investment to strengthen national competitiveness
• Article Link | 2025.04.21
📌 Corporate AI Assistant Adoption and Productivity Innovation
Major Korean companies are significantly improving operational efficiency by implementing AI assistants. LG Display and IBM are achieving productivity gains and cost reductions through their self-developed AI solutions.
- LG Display Develops and Implements Its Own AI Assistant... Industry First
• First in the industry to develop and apply an in-house AI assistant
• Features include video conference translation and automatic meeting minute creation
• Article Link | 2025.04.21 - LG Display's AI Assistant Improves Daily Work Productivity by 10%
• AI assistant service focused on enhancing individual productivity
• Aims to improve employee work productivity by more than 30% within 3 years
• Article Link | 2025.04.21 - IBM: "Tasks Taking 1 Hour Can Be Completed in 4 Minutes with Integrated AI Assistant"
• Introduces AI agent solution 'IBM WatsonX Orchestrate'
• Dramatically improves work efficiency in a single UI/UX environment
• Article Link | 2025.04.21 - How IBM Saves 5 Trillion Won with 'AI Agents'
• IBM targets enterprise market based on its experience with AI agent application
• Uses trial-and-error experience and operational knowledge as reference
• Article Link | 2025.04.21 - "AI Works Like a Team Leader"... IBM Completely Changes Work Methods
• IBM achieves productivity improvement effect of about $3.5 billion over 2 years through AI adoption
• Emphasizes innovation in work methods through AI
• Article Link | 2025.04.21
📌 Innovative Services Using AI Technology
Companies like Samsung Electronics and Kolon Benit are introducing new services incorporating AI technology to enhance customer experience and improve operational efficiency. AI applications are expanding across various sectors, particularly in healthcare and safety management.
- Samsung Electronics Launches 'AI Preemptive Care Alert' Service
• AI detects anomalies in subscribed home appliances and provides preemptive care
• Preventive management through remote diagnostic system data analysis
• Article Link | 2025.04.21 - Kolon Benit Completes Demonstration of 'AI Vision Intelligence' Safety Monitoring System
• Develops AI safety monitoring system applicable to construction sites
• Implements integrated heterogeneous semiconductor solution in collaboration with Rebellions
• Article Link | 2025.04.21 - Kolon Benit Partners with Rebellions to Expand 'AI Business Ecosystem'
• Enhances safety management with construction site-specific LLM models
• Strengthens technological competitiveness through collaboration with AI semiconductor companies
• Article Link | 2025.04.21 - "ADHD Can Be Detected Just by Looking at Eyes"... AI Technology Developed with 97% Accuracy
• Severance Hospital research team develops AI that screens for ADHD using retinal fundus images
• Innovative technology capable of diagnosing ADHD with 96.9% accuracy
• Article Link | 2025.04.21 - Lunit Unveils AI Biomarker Platform Research Results at American Cancer Research Society
• Presents 7 research achievements using 'Lunit Scope' AI biomarker platform
• Achieves significant results in immunotherapy research with Genentech
• Article Link | 2025.04.21
📌 Regional AI Industry Development and Talent Cultivation
Local governments like Gwangju City are actively promoting AI industry development, such as establishing an AI semiconductor design hub. Government agencies and educational institutions, including Statistics Korea and DGIST, are strengthening collaboration to nurture AI specialists.
- Gwangju City Signs Agreement with Four Fabless Companies... Becoming an 'AI Semiconductor Design Hub'
• Promising fabless companies and IT infrastructure companies entering Gwangju
• Signs AI business agreement with companies including Dinotisia
• Article Link | 2025.04.21 - Gwangju City Rapidly Emerging as 'AI Semiconductor Design Hub'
• Expanded investment by semiconductor design companies and IT infrastructure companies in Gwangju
• Developing as a hub for AI semiconductor design, a core component of the AI industry
• Article Link | 2025.04.21 - Cheonan City Explores Smart Administration Implementation Using AI with Google Cloud
• Signs agreement for smart city and AI industry ecosystem activation
• Collaborates on AI-based robot development, deployment, and educational programs
• Article Link | 2025.04.21 - Statistics Korea-DGIST Sign MOU for AI Specialist Training
• Joint development of AI and statistics specialist education curriculum
• Operation of AI and big data utilization capacity building programs
• Article Link | 2025.04.21 - UNIST: "AI Reinforcement Learning Technique Developed... Makes Correct Judgments Even in Unfamiliar Situations"
• Oral presentation paper accepted at 'ICLR', one of the world's top 3 AI conferences
• Develops technology capable of making correct judgments in unfamiliar situations
• Article Link | 2025.04.21
📌 Global AI Trends and Regulations
Global AI innovation is accelerating, with the UAE introducing the world's first AI-powered legislative system. While companies are expanding their use of AI agents, they recognize security issues as a significant challenge.
- "Creating and Amending Laws with AI" UAE Becomes World's First
• UAE formally introduces AI legislative system
• Actively using AI for legislation and amendment, improving legislative speed by 70%
• Article Link | 2025.04.21 - Era of Making Laws with AI... UAE Introduces World's First 'AI Legislature'
• Using AI for new legislation and review/amendment of existing laws
• Innovative approach to strengthen national competitiveness
• Article Link | 2025.04.21 - "AI Even Amending Laws" UAE Introduces AI Legislation
• Launches development of 'AI-driven regulation' system
• Aims for administrative efficiency and modernization of legal framework
• Article Link | 2025.04.21 - 3 Out of 10 IT Leaders "Will Expand AI Assistant Use Within a Year"... Security is the Challenge
• 32% of Korean IT leaders plan to expand AI agent utilization
• 42% identify security as the biggest concern
• Article Link | 2025.04.21 - Samsung Asset Management Lists 'US AI Software TOP10 ETF'
• Launches ETF focused on core companies in the AI software industry
• Portfolio composition includes about 20% weighting for Palantir and other global AI companies
• Article Link | 2025.04.21
📌 Industry-Specific AI Applications
AI technology adoption is active across various industries, with innovations underway in traditional sectors such as construction, agriculture, and healthcare.
- Kolon Benit Deploys 'AI Vision Intelligence' at Actual Construction Sites
• Applies AI safety monitoring system to Kolon Global construction sites
• Accelerates digital transformation of on-site safety management
• Article Link | 2025.04.21 - Highly Pathogenic AI Confirmed at Asan Native Chicken Farm... Increases to 47 Cases
• Highlights importance of quarantine management due to avian influenza outbreak
• Total of 47 AI confirmed cases since the first outbreak in October last year
• Article Link | 2025.04.20 - Asan City 'All-out Efforts' in Blocking Quarantine for Highly Pathogenic AI Outbreak at Native Chicken Farm
• Holds emergency disaster safety countermeasure meeting to address AI spread prevention
• Establishes farm quarantine management reinforcement measures
• Article Link | 2025.04.21 - "ADHD Diagnosis from Just Eye Photos"... AI Developed with 96.9% Diagnostic Accuracy
• Innovative diagnostic technology that can identify ADHD from fundus images
• Contributes to improving accuracy and accessibility of medical diagnostics
• Article Link | 2025.04.21 - AI Divides Fortunes of Global Anti-Obesity Drug Duopoly
• Eli Lilly strengthens competitiveness with rapid AI utilization strategy
• Novo Nordisk's dominant position being challenged
• Article Link | 2025.04.21
📈 AI-Based Stock Recommendations
| Company | Recommendation Reason |
|---|---|
| LG Display | Industry-first development and application of in-house AI assistant improving productivity by 10%, with projections of over 30% productivity gain in the next 3 years |
| Samsung Electronics | Strengthening home appliance subscription services with the launch of 'AI Preemptive Care Alert' service, enhancing customer experience through proactive AI technology application |
| Kolon Benit | Successful development and demonstration of construction site-specific 'AI Vision Intelligence' system, expanding AI business ecosystem through collaboration with Rebellions |
| Rebellions | Expanding AI semiconductor collaborations with major Korean companies, participating in building the AI semiconductor design ecosystem through agreement with Gwangju City |
| Samsung Asset Management | Securing market position in global AI software investment demand with the launch of KODEX US AI Software TOP10 ETF, portfolio includes key companies such as Palantir |
🔑 Key Keywords
AI Top 3 Entry, Supplementary Budget, AI Assistant, Productivity Improvement, Talent Development, AI Semiconductor, Work Innovation, Agentic AI, Medical AI, Regional AI Industry