AGP Executive Report
Last update: 12 hours agoAI Hardware Deals: Nvidia CEO Jensen Huang’s Seoul visit is turning into a major “AI factory” push, with SK hynix, SK Telecom, Naver and Doosan backing memory and gigawatt-scale cloud plans, while South Korea’s tech ministry targets thousands of GPUs for a state AI project. Semiconductor Spending: Samsung reported nearly 90 trillion won in 2025 capex and R&D, underscoring how aggressively Korea is funding the next AI buildout. Market Shock: KOSPI slid about 4–6% amid renewed tech sell-offs tied to AI valuation fears and US-Iran tensions, with foreign investors continuing heavy selling. Education Tech Misuse: South Korea’s first high-profile cheating case using smartglasses led to invalidated results and multi-year bans, spotlighting exam security as AI wearables spread. Green Tech: South Korea launched a KRW40.9 billion program to recycle hydrogen vehicle parts and recover critical minerals. Energy Tech Investment: NTT announced an IOWN AI Fund (about $500M) with Samsung and others to scale next-gen optical networking for AI data centers.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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