Construction of gigawatt-scale AI factories in South Korea is getting under way, but server assembly and liquid-cooling component supply chains are controlled by Taiwanese companies, raising concerns that Korean materials and parts suppliers are being sidelined. Nvidia plans to ship fully assembled compute trays from its next-generation Vera Rubin platform, narrowing assembly partners to Foxconn, Quanta and Wistron. Cooling component suppliers Auras and AVC have also taken an early lead.

W Games said on Tuesday its second-quarter revenue rose 22.5 percent from a year earlier to 210.6 billion won, while operating profit climbed 29 percent to 70.1 billion won. Its operating margin increased 1.7 percentage points to 33.3 percent, and EBITDA rose 31.2 percent to 76.9 billion won. Variable costs as a share of revenue fell to 26.3 percent. Direct-to-consumer sales accounted for 47.5 percent.