Monday, Sep 28, 2026
  • Korea's factory sentiment improves, profit outlook lags: KCCI SEOUL, September 27 (AJP) — South Korean manufacturers turned less pessimistic about the fourth quarter, although six in 10 still expect annual operating profit to fall short of their targets, a Korea Chamber of Commerce and Industry (KCCI) survey showed Sunday. The manufacturing business survey index rose six points to 86 from 80 in the third quarter, according to the KCCI.
    Koreas factory sentiment improves, profit outlook lags: KCCI
  • LG Elec joins Nvidia network for AI data-center cooling SEOUL, September 27 (AJP) — LG Electronics has joined Nvidia's official partner network for power and cooling, expanding its reach to customers building artificial intelligence data centers. The company is listed under the Power and Cooling category of the Nvidia Partner Network (NPN), which connects customers with companies providing hardware, software, infrastructure and services.
    LG Elec joins Nvidia network for AI data-center cooling
  • Samsung plans DX town hall amid bonus dispute SEOUL, September 27 (AJP) — Samsung Electronics plans to hold an October town hall for all employees in its Device eXperience division, with compensation and business conditions expected to dominate discussions, industry sources said Sunday. Roh Tae-moon, Samsung Electronics' co-chief executive and head of the DX division, is expected to lead the meeting alongside other senior executives.
    Samsung plans DX town hall amid bonus dispute
  • Koreas Q3 profit estimates rise, chip forecasts climb
    Korea's Q3 profit estimates rise, chip forecasts climb SEOUL, September 27 (AJP) — Third-quarter operating-profit estimates for South Korean listed companies rose over the past three months, with forecasts for chipmakers Samsung Electronics and SK hynix revised higher even as nearly half of covered firms saw cuts, FnGuide data showed Sunday.
  • Data-center AI chip market seen at $860 bln by 2030
    Data-center AI chip market seen at $860 bln by 2030 SEOUL, September 27 (AJP) — The global market for artificial intelligence chips used in data centers is projected to reach $860 billion by 2030 from $124 billion in 2024, a state-run bank research institute said. The market is expected to expand at an average annual rate of 38 percent over the period as investment in AI infrastructure continues to increase.
  • Koreas 2026 excess tax revenue seen topping 50 tln won
    Korea's 2026 excess tax revenue seen topping 50 tln won SEOUL, September 27 (AJP) — South Korea is expected to collect more than 50 trillion won ($36.8 billion) in excess tax revenue this year, pushing annual tax receipts to a record, said government officials. The Ministry of Finance and Economy is preparing to release a revised 2026 tax revenue estimate at the end of September, with annual receipts seen above 465.4 trillion won.
  • Trump, Xi set AI talks, oppose tolls on global waterways
    Trump, Xi set AI talks, oppose tolls on global waterways SEOUL, September 26 (AJP) - U.S. President Donald Trump and Chinese President Xi Jinping agreed to establish a new dialogue on advanced artificial intelligence and oppose tolls on international waterways, a position that could add pressure on Iran over its control of the Strait of Hormuz. The agreements were among a series of trade, security and technology measures announced after Xi’s state visit to
motionary

ASIA Insight>

What's in a face? In Korea, seemingly a lot SEOUL, September 23 (AJP) -A gifted physiognomist played by Song Kang-ho sits at the center of the 2013 Korean film The Face Reader, able to divine a person's character and destiny simply by looking at a face. His gift eventually draws him into a struggle over the Joseon throne. After studying the face of Prince Suyang, he sees the makings of a ruthless usurper. His judgment proves accurate. But knowing what is coming does not mean he can stop it. Despite his efforts to protect the young K
Whats in a face? In Korea, seemingly a lot
When AI becomes a confidant, how much should we tell it? When AI becomes a confidant, how much should we tell it? SEOUL, September 22 (AJP) - Plug in your personal details, desires, weaknesses and troubles. Artificial intelligence suddenly becomes a confession box, healer, consultant, judge, friend and even accomplice. For Jang, an office worker in his 30s from Bundang, south of Seoul, the familiarity is unsettling. "When I talk to AI about my problems, sometimes it scares me to think that it will eventually know me better than I know myself," he said. The sense of privacy and closeness can be

AJP Focus>

AI giants go straight to memory makers SEOUL, September 23 (AJP) - The artificial intelligence boom is beginning to reshape not only how memory chips are used, but who buys them. OpenAI and Anthropic are expected to begin purchasing memory directly from manufacturers in 2027 as leading AI developers take greater control over the chips and data centers that power their models, according to an industry report. The shift could create a new class of direct customers for Samsung Electronics and SK hynix, which have traditionally supplie
AI giants go straight to memory makers
Korea looks beyond HBM. Can HBF prove as big? Korea looks beyond HBM. Can HBF prove as big? SEOUL, September 22 (AJP) - South Korean memory makers racing to sustain a comfortable lead on the next-generation chip front have their eyes on the next big thing; high-bandwidth flash, or HBF. Six months ago, one prominent chip researcher predicted it would define the AI path. "HBM defined the last decade, but HBF will likely determine the next," Joung-ho Kim, a professor at the Korea Advanced Institute of Science and Technology (KAIST), told AJP in March. The proposition is now a

AJP Lens