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AI & Enterprise

South Korea AI industry profitability concentrates in semiconductor supply chain; medical AI and autonomous driving still in investment phase

Revenue and cash flow in South Korea’s AI business are increasingly concentrated in specific sectors despite rapid growth in the overall market, a study found. Analysis of 80 AI-related firms listed on the KOSPI and KOSDAQ showed sales rose 55.8 percent from 2023 to 2025, while net profit grew sharply. Semiconductors and related suppliers led growth and profitability. Data centres and cloud saw weaker margins, while robots, medical AI and autonomous driving remained investment-heavy.

AI & Enterprise

Kolon Benit says AI alliance membership tops 100 companies

Kolon Benit, an IT services company of Kolon Group, said on Wednesday that membership in its AI Alliance, a cooperation chain among AI companies it leads, has surpassed 100 companies. The company said the alliance has expanded to that scale about two years after its launch, with members spanning generative AI, vision AI, document AI, AI agents, MLOps and AI hardware.

AI & Enterprise

Enterprise edition \'old guy hardware\' boom

As investment in AI infrastructure accelerates, companies specialising in on-premises hardware are posting strong growth alongside cloud expansion. Hardware makers spanning semiconductors, servers, storage and networking are reporting improved results as AI demand rises. Dell Technologies highlights a strategy centred on upgraded on-premises AI infrastructure and solutions optimised for the tokenomics era. Enterprises are also looking at PCs for local inference while major AI and software players expand offerings, partnerships, acquisitions and investments.