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.
