AGP Executive Report
Last update: 5 hours agoWon Watch: South Korea rolled out targeted steps to curb won weakness and speculation after the currency hit its weakest level since 2009, with officials warning they won’t tolerate one-sided FX moves. AI Infrastructure: LG Uplus unveiled its Paju AI data center plan, aiming for 5 trillion won in cumulative orders by 2030 as it tackles power and thermal pressures with an “ACE on Trust” approach. Physical AI in Gaming: Nvidia CEO Jensen Huang is in Seoul meeting Krafton and NCSoft executives, including talks on physical AI and RTX Spark, with high-profile stops at PC gaming cafes. Semiconductor Market Mood: SK Hynix briefly returned to the $1T club before a sharp selloff pulled it back below the milestone, underscoring how fast memory cycles can turn. Tech Leadership: President Lee Jae Myung nominated Han Seong-sook, a former Naver CEO and current SMEs minister, for prime minister, signaling a push to accelerate AI-led growth. Geopolitics & Tech Risk: China’s Xi Jinping is set to visit North Korea for the first time in seven years, a move analysts link to influence, nuclear policy, and shifting alliances.
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