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AI & Enterprise

Korea\'s three mobile carriers race to lead physical AI, push into robots and manufacturing

South Korea\'s three mobile carriers are expanding into robots and manufacturing as they pursue a shift into AI companies. They are accelerating development and commercialisation of “physical AI”, which perceives real-world environments and takes actions through robots or devices. SK Telecom is extending digital twin technology and pursuing robot data standardisation. KT is focusing on robot orchestration via its K RaaS platform and conducting industrial pilots. LG Uplus is linking voice-based AI to actions and testing network technologies.

Industry

Ecopro HN wins more environmental solution orders in U.S. and Taiwan

Ecopro HN said on Sept. 14 its cumulative orders disclosed this year total 191.4 billion won, about 136 percent of its 2025 sales of 141.1 billion won. It said orders for greenhouse gas reduction equipment followed a Taiwan LNG power plant contract and deals with Samsung E&A, Hoffman in the United States and Micron. The company highlighted its catalyst-based low-temperature decomposition technology and set a goal to lift operations revenue to more than half of total by 2030.

AI & Enterprise

AI data centres face power bottleneck, not servers; natural gas and electrical equipment stocks seen benefiting

The key variable in the race to build AI infrastructure is shifting from semiconductors and servers to securing electricity, as AI moves into large-scale operations. As AI data centres expand, the ability to deliver reliable power at the right place and time is becoming critical. Demand for natural gas is expected to rise, but multiple infrastructure steps are needed to turn gas into usable power. Developers also face permitting, grid connections and other bottlenecks.