The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Weighed upon by market concerns toward absence of CEO, KT’s share price has now dropped more than 20% from its previous peak. But, related uncertainties should be eliminated gradually through BOD
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Backed by an accelerated digital transformation, mid/long-term growth prospects at Hyundai Autoever’s strategic businesses remain valid. The firm is beefing up: 1) its smart mobility capabilitie
Samsung Electronics received a jury verdict to pay about 400 billion won in compensation in a U.S. semiconductor patent infringement lawsuit. Earlier, Korea Hydro & Nuclear Power (KHNP) was blocked from exporting Korean nuclear power plants to Eastern Europe due to a property rights infringement law
Samsung Electronics Chairman Lee Jae-yong is finalizing the schedule to meet Apple CEO Tim Cook and Google CEO Sundar Pichai during his visit to Silicon Valley during a business trip to the United States that will last until mid-May. It is analyzed for the purpose of envisioning Samsung’s future bus
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.Nvidia products were the top performers in the recent AI benchmark MLPerf. Nvidia's dominance of the AI computing market is likely to continue thanks to both product performance and its platform eco
Huawei kicked off its 20th annual Global Analyst Summit (HAS) today in Shenzhen. The summit was attended by more than 1,000 industry analysts, financial analysts, key opinion leaders, and media representatives from around the world, who gathered to discuss the status of the ICT industry, including d
ArkData (CEO Ko Kwang-yun), a company that specializes in real-time data replication, announced on the 17th that its CDC (Change Data Capture) product, 'Ark for CDC', will now support data extraction in Tibero DBMS from TmaxTibero.‘Ark for CDC' is Korea's first CDC solution with inde
LG CNS and Microsoft will strengthen their strategic collaboration to accelerate AI and cloud-based digital transformations (DX) and expand their business cooperation.To this end, the two companies held a top management meeting (TMM) at Microsoft’s headquarters in Redmond, Washington with the partic
The author is an analyst of NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.As an IT solutions provider, Tomato System mainly focuses on IT systems and UI/UX solutions. Margin improvement is in progress, backed by sales growth for high value-added solutions products.
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.NHN’s dominance in the web-board game market is strengthening, and we also favorably view ongoing sales growth at firm’s payment services & ads arm and its technology domain. Marketing cost reducti
AI semiconductors developed by Korean fabless startup Rebellions outperformed those from global semiconductor giants such as Nvidia and Qualcomm in performance tests.MLPerf AI semiconductor test results released by ML Commons, a non-profit organization on April 6 (local time) showed that the AI semi
Huawei released its 2022 Annual Report on March 31. The company reports steady operations throughout 2022, having generated CNY642.3 billion in revenue and CNY35.6 billion in net profits. Huawei continues to strengthen investment in R&D, with an annual expenditure of CNY161.5 billion in 2022, repres
Naver announced that it has signed MOUs with Saudi Arabia's Ministry of Municipal and Affairs and Housing (MOMRAH) and Ministry of Investment Saudi Arabia (MISA).On March 30 (local time), Naver, Naver Labs, Naver Cloud, and the MOMRAH and the MISA held a ceremony in honor of signing the MOUs at
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Regulations surrounding the telecom service industry are intensifying. KT’s CEO appointment process has failed multiple times, and SKT has launched an intermediate rate plan, with the two other tel
More than 500 people from the global information technology (IT), consumer electronics and platform industries are participating in the Connectivity Standards Alliance (CSA) that will run for four days from March 20. Participants include mobile and home appliance companies such as Samsung Electronic
Robots are rapidly emerging as a hot next-generation item in technological competition between Samsung Electronics and LG Electronics, two powerhouses in the Korean electronics industry.“We will strengthen preemptive responses to the robot era that will begin in earnest in the future,” said Han Jong
LG CNS signed a strategic partnership memorandum of understanding (MOU) with SAP on March 10 at the SAP headquarters in Walldorf, Germany. The MOU signing ceremony was attended by high-ranking executives from both companies, including Hyun Shin-kyun, CEO of LG CNS, and Christian Klein, CEO of SAP.Wi
Huawei Cloud APAC is committed to strengthening its partner ecosystem. The global cloud company reaffirmed this commitment by hosting the APAC Partner Leadership Summit 2023 from the 23rd to the 24th of February in Bali, Indonesia. With the theme, “Go Together, Grow Together,” this two-day summit is
KT announced on March 2 that it has agreed with Nokia and Megazone Cloud on a plan to develop a private 5G (5G-specialized network) business using the cloud of AWS at MWC 2023 in Barcelona, Spain.Through this cooperation, KT, Nokia and Megazone Cloud will join forces to establish a private 5G busine
Huawei announced on Mar. 2 that it announced technologies and solutions to lead the 5.5G era and shared business opportunities for mobile carriers at MWC 2023.First, Huawei cited 10Gbit/s experiences, the all-scenario internet of things (IoT), integrated sensing and communications, L4 self-driving n