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In AI, Memory Is the Bottleneck — Why Global Investors Focus on SK Hynix

글쓴이 정경춘 기자 / 2026년 01월 22일

As AI workloads scale, memory bandwidth has become a critical bottleneck. SK Hynix sits at the center of this shift as a leading supplier of high-bandwidth memory. AI infrastructure investing is not about a single company. Samsung Electronics, Hyundai Motor, and SK Hynix together define Korea’s growing presence in the global AI ecosystem. ▶ Why …

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Why Global Investors Are Re-rating Hyundai Motor — From Automaker to Physical AI Platform

글쓴이 정경춘 기자 / 2026년 01월 22일

As the global auto industry shifts toward AI-driven mobility and robotics, Hyundai Motor is increasingly viewed as more than a traditional automaker. This shift is drawing renewed attention from global investors. Hyundai Motor is not moving alone. Alongside Samsung Electronics and SK Hynix, it forms a key pillar of Korea’s AI investment story. ▶ Why …

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Why Global Investors Are Buying Samsung Electronics Again — AI Infrastructure Exposure at a Discount

글쓴이 정경춘 기자 / 2026년 01월 22일

Global investor interest in Korea’s stock market is returning. At the center of this shift is Samsung Electronics, increasingly viewed as a core AI infrastructure player rather than a cyclical semiconductor stock. Samsung Electronics is one of the core Korea AI stocks attracting renewed global investor attention. Together with Hyundai Motor and SK Hynix, it …

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Korea AI Stocks: Why Global Investors Are Watching Samsung, Hyundai, and SK Hynix

글쓴이 정경춘 기자 / 2026년 01월 22일

Samsung Electronics, SK hynix, Hyundai motor CI

Global investors are once again turning their attention to South Korea. This shift is driven not by short-term valuation gaps, but by Korea’s growing role in the global AI infrastructure ecosystem. From memory and semiconductors to robotics and mobility, Korea AI stocks are increasingly viewed as strategic assets in the AI investment cycle. This hub …

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LG Energy Solution to supply batteries for solar-powered electric vehicles in the US

글쓴이 정경춘 기자 / 2025년 01월 11일

[finance daily reporter Jeong kyeong chun] LG Energy Solution will exclusively supply cylindrical batteries to American solar electric vehicle startup Aptera Motors. LG Energy Solution announced on the 10th that it signed a three-party business agreement (MOU) with Aptera Motors and domestic battery pack manufacturer CTNS at CES 2025, the world’s largest home appliance and …

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Hydrogen supply is increasing, but low-emission hydrogen is still less than 1%

글쓴이 정경춘 기자 / 2025년 01월 08일

[finance daily reporter Jeong kyeong chun] Global hydrogen demand and supply are increasing, but low-emission hydrogen still accounts for less than 1% of the total. Most of the hydrogen used is fossil fuel-based, and it was analyzed that the climate change mitigation effect is minimal. According to the ‘IEA Global Hydrogen Supply, Demand and Policy Trends …

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South Korea’s 2022 greenhouse gas emissions: 724.29 million tons…a 2.3% decrease from the previous year

글쓴이 정경춘 기자 / 2025년 01월 04일

[finance daily reporter Jeong kyeong chun] The Greenhouse Gas Information Center (Director Jeong Eun-hae) under the Ministry of Environment announced on the 2nd that, after deliberation by the ‘National Greenhouse Gas Statistics Management Committee (Chairman Lee Byeong-hwa, Vice Minister of Environment)’, it has finalized the national greenhouse gas emissions for 2022 at 724.29 million tons, a …

South Korea’s 2022 greenhouse gas emissions: 724.29 million tons…a 2.3% decrease from the previous year 더 보기 »

Korean companies are being shunned by financial institutions due to greenhouse gas emissions

글쓴이 정경춘 기자 / 2025년 01월 04일

[finance daily reporter Jeong kyeong chun] It has been revealed that the number of Korean companies excluded from investment by global financial institutions has increased significantly. According to an analysis of the ‘Financial Exclusion Tracker 2024 Latest Data’ by Climate Solutions, which compiles the status of financial institutions’ exclusion of companies from investment due to …

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Korean companies have high competitiveness in LFP battery technology

글쓴이 정경춘 기자 / 2025년 01월 04일

PRiMX battery lineup exhibited at the Samsung SDI booth

[finance daily reporter Jeong kyeong chun] While China holds an overwhelming lead in patent applications related to lithium iron phosphate (LFP) batteries, Korea is laying the foundation for a technological leap forward through qualitative competitiveness in patents and new research directions, according to an analysis. According to SNE Research’s ‘LFP Patent Report’, as of 2022, …

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