AI-Based Cervical Cancer Screening Solution

February 10, 2026 by Leave a Comment
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[INQ. NO. 2602E07] NTL Healthcare Co., Ltd, a medical device company specializing in the early diagnosis of female cancers, is expanding its business in the global market through diagnostic solutions that combine medical technology and artificial intelligence (AI).
Since its first foray into the field of gynecological cancer diagnosis in Korea in 1996 with the introduction of ‘Cervicography,’ an analog-based cervical cancer screening system, NTL Healthcare has continuously advanced its remote screening system and AI-based diagnostic technology.
NTL Healthcare has focused on improving the accuracy and accessibility of cervical cancer screening, focusing on developing technologies that can provide the same quality of diagnosis even in settings with inadequate existing medical infrastructure.
Based upon this accumulated technological expertise, NTL Healthcare is currently building a female disease diagnostic platform centered on its AI-based cervical cancer screening solution, ‘CerviCARE® AI.’
CerviCARE® AI is medical software that uses deep-learning-based AI to analyze cervical lesion images, complementing the subjective judgment of the diagnostician and providing standardized analysis results.
CerviCARE® AI is designed to capture cervical lesions externally, and then use AI to detect and analyze them to classify their condition, thereby assisting in determining subsequent treatment options. This reduces variation across testing environments and readers, thereby contributing to increased diagnostic efficiency.

Furthermore, the solution is designed to integrate with remote diagnostic systems to support rapid decisions, even when a second opinion from an expert is required. It is also meaningful in terms of improving medical accessibility and expanding the scope of women’s health care, as it can also be utilized in environments where traditional medical facilities are lacking.
NTL Healthcare currently exports its products to approximately 20 countries and has been gradually expanding its global presence, focusing on Asian countries such as Thailand, Mongolia, and Vietnam. Building on this momentum, it is also pursuing expansion into low- and middle-income countries (LMICs) and the European market.
Through its participation in this KIMES exhibition, NTL Healthcare is seeking to discover new business partners and expand global partnerships through direct consultations with domestic and international medical device buyers, distributors, and hospital officials. Through on-site demonstrations and consultations, NTL Healthcare plans to directly demonstrate the product’s functionality and usability, incorporating market needs and the latest trends into future product development and marketing strategies.

NTL Healthcare is prioritizing Japan, Indonesia, and Australia as its key markets, and is expanding collaboration opportunities in countries with a high level of acceptance of new medical technology.
In particular, CerviCARE® AI is a solution that can be utilized both in regions with limited medical infrastructure and advanced medical environments. Its strength is evaluated as its ability to simultaneously ensure standardization and speed in the process of diagnosis.
NTL Healthcare plans to continue participating in various domestic and international medical device exhibitions and academic events, including MEDICA 2026. Through these activities, NTL Healthcare aims to strengthen its networking with global medical experts and the industry persons concerned, and further promote the technology’s clinical value and potential applications.
Based on these activities, NTL Healthcare plans to continue expanding its services to provide more efficient and standardized medical services in the field of female cancer diagnosis.


 
 
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Digital Healthcare Solutions

February 10, 2026 by Leave a Comment
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[INQ. NO. 2602E06] Miraclare is a company that develops and supplies digital healthcare solutions encompassing everything from oral and jaw health management to clinical environment care, leveraging its sensor technology and data analysis capabilities. It continues to expand its data-driven approach to healthcare, centered on electromyography (EMG) technology.
At the core of Miraclare’s solutions is precisely measuring and analyzing subtle movements that patients may not be aware of, such as temporomandibular jointmuscle activity during sleep, teeth grinding and clenching, and supplying such data to both medical professionals and users in a way that they can easily understand.
Miraclare has built a broad product portfolio, encompassing personal wearable devices, analysis equipment for hospitals and dental clinics, and medical consumables, striving for both technological excellence and practicality.
In particular, Miraclare is expanding its scope of application in clinical settings by developing customized care products, including eye protection patches, eye shields, and thermal care products, that prioritize hygiene, safety, and ease of use ― in consideration of repetitive medical environments.
In Korea, the company is introducing its ‘Goodeeps Monitoring’ primarily to local dental clinics, and is gathering real-use cases for hospitals and clinics. This service-based solution ― where patients borrow the device from the hospital, measure their sleep at home for two to three days, and then transmit the data to their medical practitioner’s account ― allowing medical professionals to utilize this data as objective consultation data, is gaining keen attention in the field.
Miraclare’s technological prowess is also gaining recognition in overseas markets. The personal wearable ‘Goodeeps’ achieved over 1,000% of its funding goal on the Taiwanese crowdfunding platform ZecZec, demonstrating market responsiveness.
Furthermore, Miraclare has signed a memorandum of understanding (MOU) with Ci Medical, Japan’s largest dental equipment distributor, and is pursuing an exclusive distribution agreement with the company, with annual sales of approximately KRW 630 billion. Through this agreement, Miraclare is establishing a distribution and sales base for Goodeeps and Goodeeps Monitoring products in Japan, while also securing substantial sales and clinical data.


 Teeth Grinding & Teeth Clenching Analysis Solution
At KIMES 2026, Miraclare will showcase its teeth grinding and teeth clenching analysis solution, Goodeeps Monitoring, to medical professionals and hospital staff, demonstrating its practicality and potential clinical application. The key objective of this exhibition is to clearly demonstrate that this rental monitoring system measures temporomandibular joint muscle activity during sleep and allows patients to utilize the results from their home tests for consultations and explanations at the hospital.
Miraclare’s primary target markets are Japan, Taiwan, Southeast Asia, and parts of Europe. Japan is a market with strong interest in data-driven medical solutions, and the company aims to collaborate with potential partners in the nation for specialized medical practices such as dentistry and ophthalmology, as well as Taiwan, with its high acceptance of digital healthcare products.

With an eye on Taiwan, Miraclare is pursuing market expansion through crowdfunding and collaboration with medical distribution partners. In Europe and Southeast Asia, the company plans to collaborate with local buyers and medical consumable distribution partners, focusing on eye protection and clinical environment care products for dental, ophthalmology, and surgical settings.
Following KIMES 2026, Miraclare plans to expand the adoption of Goodeeps Monitoring in hospitals and increase its global presence by participating in overseas medical exhibitions and academic events. Focusing on Japan, Taiwan, Southeast Asia, and the Middle East, Miraclare plans to expand its network with local buyers and hospital staff, and gradually implement product localization and certification procedures. In the long term, it plans to achieve sustainable growth in the global medical and healthcare market through an integrated portfolio that combines data-driven oral and jaw health management solutions and medical environmental care products.


 
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Stem Cell Extraction System

February 10, 2026 by Leave a Comment
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[INQ. NO. 2602E05] Miracell Co., Ltd. is a stem cell company specializing in stem cell-based regenerative medicine, accumulating unparalleled technological prowess.
Miracell’s proprietary stem cell extraction system, Smart M-Cell, and its dedicated kit are medical devices approved by Korea’s Ministry of Food and Drug Safety as stem cell products. Having received FDA registration and CE certification, the system meets global regulatory standards and is characterized by their ability to extract high-quality multi-cells with maximized stem cell viability.
Smart M-Cell is a system that automatically extracts and concentrates stem cells from blood or bone marrow, achieving cell viability rates of up to 99%. It can simultaneously extract more than five key regenerative cell types, including stem cells, growth factors, white blood cells, and SDF-1α, making it ideal for customized regenerative medicine treatments tailored to specific treatment goals.
Currently, Smart M-Cell is used in over 600 hospitals and clinics in Korea and in over 40 countries worldwide.

Miracell’s technological prowess and reliability have been recognized through global deployments spanning Europe, the Middle East, Asia, and the Americas.
Smart M-Cell’s applications are expanding beyond knee joint treatment to include brain function enhancement, skin improvement, and cosmetic and plastic surgery procedures. Considering the importance of stem cell extraction systems, a key component in regenerative medicine, Smart M-Cell is considered a foundational technology that enhances treatment consistency and efficiency.
Miracell is also introducing the ‘Chroma M-Cell,’ a next-generation solution designed to maximize the effectiveness of stem cell treatment. Chroma M-Cell is the world’s first ringer bag-covered device that utilizes photobiomodulation technology to enhance cell vitality during stem cell ringer injection.
The device’s core function is to enhance cellular physiological activity and stabilize cell instability when exposed to the external environment by irradiating it with light of a specific wavelength. Four wavelengths — red, blue, yellow, and green — can be selected based on the treatment objective, enabling the product’s applications to be further expanded into diverse fields such as regenerative medicine, skin regeneration, and immune enhancement. Chroma M-cell, used in conjunction with Smart M-cell, is positioned as a complementary solution that elevates the effectiveness of stem cell treatment.
Miracell is actively targeting Russia, South America, China, and Japan as key target markets and is actively pursuing the global regenerative medicine market. The company is pursuing global standardization of Smart M-cell, focusing on countries where demand for stem cell treatment is rapidly growing due to aging populations and the rise of chronic diseases.

China and Russia, in particular, are considered markets with a high level of acceptance of alternative treatments, while South America is seen as a market with growing demand for combined aesthetic and regenerative medicine treatments. Japan, with its strong institutional support for regenerative medicine, is expected to have a high potential for early market penetration.
Miracell plans to actively promote Korea’s stem cell extraction technology, focusing on Smart M-Cell and Chroma M-cell, at major global exhibitions such as IMCAS (Paris), Dubai Stem Cell Congress, AAOS 2026, Dubai Derma 2026, INTERCHARM Moscow, and MEDICA (Düsseldorf). Through this, the company’s strategy is to verify its technological prowess, safety, and scalability on the international stage and further strengthen its position as a global platform company in the field of regenerative medicine.
 
 
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Electroceutical-Based Pain Treatment Solution

February 10, 2026 by Leave a Comment
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[INQ. NO. 2602E04] Mediver Inc. is a medical device company specializing in electroceutical technology, leveraging medical science to enhance treatment accessibility and safety. Mediver’s mission, a combination of ‘Medical’ and ‘Version,’ embodies its mission to complement existing treatment methods and provide safer, more accessible options through electroceutical technology.
Since its founding in 2017, Mediver has built a competitive edge in the electroceutical field by internalizing the entire commercialization process, from R&D, to clinical trials, production, licensing, and sales.

Mediver has expanded its product portfolio by launching medical and aesthetic devices such as Pain Block, Pain Care, Cryion, PLAJET PRO, SONICool, and LINEUP ― in both domestic and international markets. Among these, Pain Block, a non-invasive electroceutical medical device based on scrambler therapy, has been recognized as a new medical technology by the Ministry of Health and Welfare. It is supplied to over 300 hospitals and clinics in Korea and has thus become its flagship product.
Pain Care is a compact, lightweight, portable electroceutical that provides pain relief through electrode patches without medication or injections. It is widely used in hospitals and clinics, sports rehabilitation centers, athlete training facilities, and home care settings. Its reusable design and simple operation are designed for both medical staff and users. Cryion, a medical combination stimulator, is being widely used for pain relief and rehabilitation.
In the field of aesthetic devices, the PLAJET PRO, which utilizes vacuum tube plasma technology, is used for improving skin conditions, reducing inflammation, and promoting tissue regeneration. Based on SCI papers-based research outcomes, it is being used in a variety of professional settings, including dermatology, plastic surgery, and aesthetic clinics. Its applications are expanding to include scalp and hair loss management, lymphatic circulation, and skin condition improvement.


 Pain Block has obtained medical device certification in Indonesia and Taiwan and is currently being exported to these nations, while approval procedures are underway for entry into other Southeast Asian markets such as Thailand and Vietnam. The PLAJET beauty device has secured PSE certification in Japan and CE certification in Europe, and SONICool and LINEUP are also expanding their presence in the global beauty device market ― through preparation for certifications per each nation.

Mediver plans to participate in KIMES 2026 to showcase its electroceutical-based pain treatment solutions and beauty device technology to domestic and international medical professionals, buyers, and distributors ― in order to expand its global network. At the exhibition, Mediver will share clinical applications and potential applications of non-pharmaceutical, non-invasive pain treatment, focusing on Pain Block and Pain Care. Furthermore, it will discuss distribution and collaboration opportunities in key overseas markets, including Asia, the Middle East, and the United States.
Mediver plans to use this exhibition to simultaneously promote the clinical value and marketability of electroceutical-based technology. It will also highlight the potential of medical professionals-centered multidisciplinary collaboration and digital healthcare platform integration, emphasizing product reliability and technological competitiveness. It also plans to expand the social applicability of electroceutical technology by discovering overseas partners and expanding exchanges with investors and related organizations.


 
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Integrated Medical AI Platform

February 10, 2026 by Leave a Comment
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[INQ. NO. 2602E03] Founded in June 2022, maihub Corp. is a medical AI integrated platform company focused on creating an environment that facilitates easier and more efficient implementation and operation of AI solutions in the medical field.
After drawing attention to the fact that despite rapidly growing interest and demand for medical AI, complex procedures and operational burdens for practical application have been obstacles to its adoption. Therefore, maihub launched maiLink, an integrated medical AI platform ― based upon the slogan ‘Easy-to-Use Medical AI Solutions for Everyone.’
maiLink is designed to operate various diagnostic assistance medical AI solutions in a single environment by combining image normalization AI processing technology, AI integration technology for hospital system linkage, and medical information collection and analysis technology into a single platform.

This solution minimizes changes to the existing hospital IT environment through a hybrid approach that combines a mini PC-based on-premises server with a cloud AI server. Analysis results are integrated with EMR and PACS, thus improving the efficiency of interpretation and treatment flow. This approach aims to reduce the burden of AI adoption for medical institutions while simultaneously enhancing its practical application in clinical practice.
maihub is also strengthening its patient-centered services along with its platform expansion. Through packaged medical AI services and the AI-based analysis report maiReport, it provides personalized health information and has established an environment where patients can manage and understand their test results in a single location. Its features ― such as hospital registration via QR scan, health insurance data integration, and supplying of customized health content ― are aimed at improving the patient experience.
Two key models will be unveiled by maihub at KIMES 2026:
Firstly, mai:BoneAge, a bone age prediction AI fully integrated into the maiLink platform following its acquisition. Based on wrist X-ray images, it applies the Greulich-Pyle (GP) model to provide three priorities of bone ages, and provides the ‘My Child’s AI Growth Report,’ which visualizes predicted height and growth information. Cumulative reports by examination point allow for intuitive monitoring of growth changes and management points, supporting decision-making by medical staff and guardians.

Secondly, it offers a ‘Medical AI Customized Package’ tailored to the specific clinical specialties and operating environment of each medical institution. To reduce the complexity of solution selection and implementation, maihuboffers AI solutions in packaged form, enabling healthcare institutions to more quickly utilize AI solutions tailored to their needs.
maihub entered the Southeast Asian market by obtaining certifications from Malaysia (MDA) and Indonesia (BPOM) and continues to collaborate with major local hospital networks.
maihub demonstrated its platform competitiveness in the North American market through its participation in RSNA 2025. Based on the permission of FDA 510(k) earlier this year, maihub plans to enter the U.S. market in earnest and expand its business to Central and South America.

Southeast Asia, a region with limited infrastructure and specialized personnel relative to healthcare demand, is experiencing high demand for medical AI commercialization. Therefore, the company’s strategy is to expand collaborations centered on solution models optimized for the local environment.
maihub is building platform-centric infrastructure encompassing all aspects of clinical care through collaborations with domestic and international medical AI companies. By continuously enhancing its packaged medical AI solutions, it reinforces the unique value that only a platform can provide.
Taking advantage of KIMES 2026 as an opportunity, maihub plans to enhance operational efficiency in global medical settings, accelerate the commercialization of medical AI, and contribute to its overseas expansion, and increase international cooperation by domestic medical AI companies.
 
 
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Digital X-ray Detectors

February 10, 2026 by Leave a Comment
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[INQ. NO. 2602E02] PIXXGEN is a digital radiology company that develops and manufactures cutting-edge X-ray detectors and digital-imaging software.
PIXXGEN provides reliable image quality and stability in a variety of environments, including medical, veterinary, and industrial settings. Its mission is to popularize low-cost, high-quality digital-imaging solutions. It pursues continuous research and development and quality-enhancements, aiming at providing image solutions with low-cost and high-quality.

Currently, PIXXGEN’s digital X-ray detectors are used in medical settings in approximately 50 countries worldwide, as well as in domestic hospitals, clinics, and veterinary hospitals. They are recognized for their technological prowess and reliability in the global market.
PIXXGEN’s flagship flat panel detector series delivers reliable diagnostic images in a variety of clinical environments, leveraging superior image quality, low-noise characteristics, and stable signal processing technology.

The flat panel detectors’ design incorporates durability and stability to minimize performance degradation, even over long periods of use. Its flat panel detector series has been released after repeated testing reflecting actual clinical and field environments. They are characterized by enhancing the convenience of use for medical staff by improving intuitiveness and efficiency not only in hardware performance but also in user interface and software.

PIXXGEN is an export-oriented company, generating approximately 90% of its total revenue from overseas exports. It has established a stable supply chain in diverse regions, including the United States, Canada, Germany, Italy, France, Australia, and China ― as well as Central and South America, Southeast Asia, the Middle East, and Africa.
Based on long-term partnerships, PIXXGEN continues to collaborate with local medical device distributors and system manufacturers, achieving double-digit growth annually. In 2025, it achieved approximately 40% growth compared to the previous year, and is targeting growth of over 30% in 2026.
In addition to its existing markets in North America, Europe, and Asia, PIXXGEN is targeting Africa and Latin America, where medical infrastructure is rapidly expanding, as strategic expansion markets. While demand for digital-imaging systems is growing in these regions, the supply of products that meet the requirements of both reasonable prices and reliable quality is limited. PIXXGEN plans to leverage its manufacturing competitiveness to meet these market characteristics and expand collaborations with local distributors and system integrators.


 
 
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Korea’s 41st KIMES

February 10, 2026 by Leave a Comment
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Korea’s 41st KIMES Attracting Growing Numbers of Globally Advanced Precision Medical Solutions

The Korea International Medical & Hospital Equipment Show (KIMES) is a global platform where domestic and international medical experts and industry professionals gather to share cutting-edge technology and knowledge, and discuss the future of the medical industry.

KIMES has recently been drawing keen attention on the global stage by presenting Korean medical technology that has developed into a technology intensive, cutting-edge medical industry boosted by innovations of the 4th Industrial Revolution ― such as medical information systems, medical robots, AI, and rehabilitation medicines.

The 41st KIMES will be held at COEX in Seoul from March 19 to 22. Approximately 1,500 domestic and international manufacturers are expected to participate in this exhibition, showcasing approximately 40,000 medical solutions ― including convergence medical devices, hospital equipment, medical information systems, healthcare and rehabilitation devices, and medical supplies.

Additionally, there will be a variety of opportunities to share medical information, including seminars on medical trends, medical technology, and K-medical industry global market entry, all of which will explore and address the future of the medical industry.
 

This year’s exhibition will also feature invited experts in the medical device and healthcare sectors from around the world, enabling Korean companies to expand their global networks and explore opportunities to enter overseas markets.
During the exhibition, numerous foreign buyers are expected to visit Korean booths, engaging in consultations and business meetings with Korean companies, thereby fostering practical business deals and partnerships.

This year’s exhibition is expected to particularly draw attention with its advanced precision medical solutions, featuring enhanced AI capabilities compared to last year. Ultrasound equipment and imaging diagnostic medical devices equipped with AI-based digital automation tools that enhance convenience for patients and medical staff are expected to gain greater market share than last year.


 
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AI-based Industrial Sensors

February 10, 2026 by Leave a Comment
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Korea Digital, a pioneer of AI-based industrial sensors
[INQ. NO. 2602E01] Established in 1997, Korea Digital Co., Ltd.has been manufacturing and supplying different types of industrial sensors that are applicable to various industries.
Currently, Korea Digital is seeking to supply various areas of sensing technologies that are expected to increase customer efficiency and productivity through various B2B businesses ― beyond simply providing industrial sensors.
With its three flagship business areas ― industrial sensors, MBL, and smart farm ― Korea Digital is mainly manufacturing temperature control and motor control systems, AIoT solutions, coding robots, etc.

Industrial Sensors ‘SENSECUBE’
Based on over 20 years of expertise and proven experience in various sensor fields, Korea Digital is providing sensing and measurement solutions optimized to meet customer needs.
Korea Digital entered the industrial sensor business by developing and commercializing the first dual Non-Dispersive Infrared (NDIR) sensor module in Korea that can quickly and accurately measure indoor carbon dioxide (CO2) gas concentration. Starting with CO2 gas sensors and sensor application products suitable for various purposes, Korea Digital is currently providing sensing technology in various fields other than CO2 by utilizing its own technology and continuous research and development performance.

Korea Digital supplies sensors for a wide range of applications, including indoor ventilation and air-quality management; control of physical and chemical equipment such as cell culture vessels; atmospheric and meteorological monitoring; environmental monitoring for agriculture, livestock, and fisheries; environmental control for crop storage and transportation ― and other safety and disaster prevention applications.

MBL Sensor ‘ScienceCube’
ScienceCube is a science-education device developed by Korea Digital, the only Microcomputer-Based Laboratory (MBL) manufacturer in Korea. It enables various science experiments through dedicated sensors for scientific experiments, data loggers, and analysis programs. ScienceCube is optimized for subjects such as physics, chemistry, biology, and Earth science, and can be easily used by students from elementary school to university.
ScienceCube is an experimental device optimized for the ‘intelligent science laboratory,’ which is easy, fun, fast, accurate, and convenient.
With over 180 types of experimental sensors produced in-house and analysis programs available on various operating systems ― as well as content and educational programs perfectly aligned with school curricula ― ScienceCube supports student-centered scientific inquiry activities.

ScienceCube supports STEM education, making science-learning easier and more effective. With ScienceCube, students can gain hands-on experience and understand scientific concepts through practical experiments. As the flagship brand of Korea Digital the only MBL manufacturer in Korea, ScienceCube is a proud Korean brand exported to 55 countries, including Japan, Germany, the Netherlands, and the UK. It is the most widely used MBL in South Korea, with over 2,500 educational institutions nationwide. For the past 20 years, ScienceCube has been dedicated to advancing science education and continues to work toward this goal today.

Smart Farm ‘FARMSCUBE’
Korea Digital’s FARMSCUBE is a superior complex environmental control system that combines precise sensor technology, control technology, and advanced wireless technology. It is easy to install and convenient to move and place.
Korea Digital offers all products at affordable prices as a manufacturer of all sensors and controllers.

Sensor monitoring, control and setting, data storage and analysis can be used quickly and easily via a smartphone. It is able to control various types of equipment with one controller since it supports 24-channel relay ports and 12-channel switchgear dedicated ports. It is able to easily connect to the device anytime, anywhere through LoRa wireless communication, LTE modem, and Bluetooth.
“We are advancing our level of sensing technologies that are applicable globally to various industries ― by utilizing our accumulated sensor technologies in industrial sensors, MBL, and smart farm. We are seeking to elevate the level of our AI-based sensing technologies to supply them to both domestic and global customers ― in order to help their profit enhancing-based sustainable growth in the midterm and long term,” the company’s CEO remarked.


 
 
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Global Sales of Memories

February 10, 2026 by Leave a Comment
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Global Sales of Memories Will Be Higher This Year

Sales will continue to grow until next year
Increased production of DRAM for HBM and servers is drawing attention

An analysis suggests that the ‘semiconductor supercycle’ driven by artificial intelligence (AI) will fundamentally change the structure of the memory semiconductor market. Amid a memory shortage that is already happening in the market, the global memory market is expected to exceed USD 500 billion this year, more than doubling last year’s size.

According to Taiwanese market research firm TrendForce, global sales of memories will reach USD 551.6 billion (approximately KRW 795 trillion) this year, a 134% increase from last year. It also analyzed that sales in 2027 will peak at USD 842.7 billion (approximately KRW 1,215 trillion), a 53% increase from this year.
This growth is driven by the AI industry’s development direction because the need for high-bandwidth, large-capacity DRAMs for large-scale model parameter processing, inference, and multi-task parallel processing is growing as the data covered is exploding in quantity.
The fact that major suppliers such as Samsung Electronics, SK Nynix and Micron are adopting the ‘selection and concentration’ strategy is also affecting the market. As these companies focus on expanding their production of DRAMs for high-bandwidth memory (HBM) and servers due to the increase in demand for HBMs, which are considered ‘a leader’ in the AI semiconductor field, market prices for general-purpose DRAMs supplied to sets such as smartphones or PCs are soaring due to lack of supply.
The automobile industry is also faced with hardship due to an increase in vehicle DRAM prices. In the automobile industry, older model DRAMs are primarily used since it takes more than two years to verify the reliability of parts.
However, there is a high possibility that the manufacturing of these products will decrease as memory suppliers rapidly change their lines to the latest process for AI, which are more profitable.


 
 
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AI Investment

February 10, 2026 by Leave a Comment
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AI Investment Rush from the Beginning Of the Year

OpenAI signs a KRW 15 trillion AI chip contract.
‘Investment front’ expands across all areas.

Despite concerns over an artificial intelligence (AI) bubble, global big-tech companies and investors are heavily investing again in AI in the new year. Investment seems to be expanded across all areas including power infrastructure, data centers, robot and manufacturing automation, security and healthcare, beyond the competition in generative AI models.

According to the Wall Street Journal, OpenAI has agreed to purchase up to 750MW of computing capacity from AI semiconductor startup Cerebras Systems over the next three years. The contract is worth USD 10 billion (approximately KRW 14.7 trillion). OpenAI plans to use AI-specific chips designed by Cerebras to process responses by ChatGPT. Cerebras has been developing semiconductors specialized for inferring process generating answers to an actual user’s questions after a large-scale language model (LLM) has completed training.
Behind OpenAI’s large-scale contract is the current demand from 900 million users.
Its competitor Anthropic is also seeking to attract big investment. Anthropic is preparing to attract USD 10 billion worth of investments based on its enterprise value of USD 350 billion.
The scope of investment expands even further at the startup level. Skild AI, which develops general-purpose AI software for robots, recently closed a deal for USD 1.4 billion in Series C investment, making the enterprise value at USD 14 billion.
As a power shortage problem emerges, the nuclear fusion sector, which is considered an alternative to solve this problem, is also experiencing similar changes. Nuclear fusion startup Type One Energy recently raised USD 87 million and is accelerating its efforts to build a commercial fusion power plant by the mid-2030s.
There are also significant moves in funding. Andreessen Horowits, a leading Silicon Valley top venture capital firm, recently raised a new fund worth over USD 15 billion, the largest ever.


 
 
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