K-Security Recording Prosperity

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Korea Startup Centers supporting overseas expansion of Korean startups

QuaeryPie, a Korean security solutions company that entered the Japanese market with support from the Korea Startup Center (KSC), is being kept busy responding to requests for collaboration from Japanese companies. It recently signed a supply contract with leading Japanese IT and manufacturing companies such as TerraSky, Payroll, and Toyota Motor Corp.
KSC, supervised by the Ministry of SMEs and Startups and operated by Korea SMEs and Startups, is serving a role as a significant stepping stone for domestic artificial intelligence (AI) and data startups to expand overseas. It supports the settlement of companies that do not have enough capital and excellent manpower, and are hampered by their lack of understanding of local policies and systems.

According to the Ministry of SMEs and Startups, 104 of the 119 KSC-supported companies, or 87.3%, succeeded in entering overseas markets last year. Overseas sales they generated through this amounted to KRW 105.9 billion and investment attraction reached KRW 580.5 billion.
KSC has five offices in Seattle, USA; Hanoi, Vietnam; Tokyo, Japan; Paris, France; and Singapore. KSC Tokyo is located in Toranomon, Minato Ward, Tokyo, which is a densely populated area with Japanese financial institutions, public institutions, and major corporate headquarters.
Shaple&Company, a provider of software-as-a-Service (SaaS)-based field work efficiency solutions, also successfully entered the Japanese market with KSC’s assistance. In particular, KSC’s active support has become a big help in expanding its business by forming bridges with large company partners such as Hyosung Japan and Samsung Japan.

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LG Electronics Maintains No. 1 Ranking in U.S. Home Appliance Market for Second Year

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Six home appliances record 22% market share
LG Electronics wins the top spot in refrigerators for the first time

LG Electronics maintained its No. 1 position in the U.S. home appliances market last year following 2024. In particular, the company has expanded its market share by ranking No. 1 for the first time in refrigerators, exceeding washing machines and dryers, which had performed strongly last year.

According to U.S. market research firm TraQline and others, LG Electronics ranked No. 1 for two consecutive years, achieving a 22% market share in six major home appliance categories last year, based on sales.
Most noteworthy this time is refrigerator sales. In addition to washers and dryers, its flagship products so far, LG Electronics achieved a 24.3% market share and took first place even in refrigerators, surpassing competitors like Samsung Electronics, General Electric (GE), and Whirlpool. This marks the first time LG Electronics has ranked first in the U.S. refrigerator market.
LG Electronics is also stepping up efforts to expand its performance in the U.S. home appliances market to business-to-business (B2B) areas such as commercial washers and the construction (builder) market. It has signed a supply contract with CSC Service Works, North America’s No. 1 laundry solution company that operates about 1.5 million commercial washers across the United States and Canada. It is also expanding its customer base by supplying commercial washers to various residential environments such as university dormitories and multi-family housing.

 
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Samsung Electronics Reclaims No. 1 Position in Global DRAM Within a Year

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Market share reaches 37%

Samsung Electronics has regained the No. 1 position in the global DRAM market from SK Hynix in a year. This is because the company has recaptured competitiveness in the high-bandwidth memory (HBM) market, and related sales have increased due to rising prices of general-purpose DRAMS.

According to market research firm Omdia, the global DRAM market reached USD 52.47 billion (approximately KRW 76 trillion) in the fourth quarter of last year, representing a USD 12 billion (approximately KRW 17 trillion) increase from the previous year. The sharp rise in DRAM prices has significantly expanded the market size itself. Samsung Electronics’ DRAM sales increased by 40.6% from the previous quarter to a total of USD 19.156 billion (approximately KRW 27.7 trillion). Its market share rose 2.9% points to 36.6%, reaching the No. 1 position.
During the same period, SK Hynix’s DRAM sales increased 25.2% to USD 17.226 billion (approximately KRW 25 trillion), but its market share fell slightly from 34.1% to 32.9%, dropping to second place. After SK Hynix gained the 1st ranking in the HBM market in the first quarter of last year thanks to increased sales, the ranking returned to its original position a year later.
It was the first time in 33 years that the top rank in the DRAM market changed since Samsung Electronics won the global No. 1 ranking in 1992. Since then, SK Hynix has taken the top spot for three consecutive quarters, until the third quarter of 2025, based on Omdia data.
Samsung Electronics’ significant sales growth in the DRAM market is driven by the overall rise in general-purpose DRAM prices. According to Counterpoint, the prices of DRAM for servers in the fourth quarter of last year rose by 76% compared to the previous quarter, and are expected to rise 98% in the first quarter of this year as well. Samsung Electronics benefits more from rising DRAM prices because it produces much more general-purpose DRAMs than SK Hynix.
Samsung Electronics delivered HBM4 first, which will be supplied to NVIDIA this year, but SK Hynix is expected to gain the upper hand in overall supply. Samsung Electronics started supplying HBM4, capable of up to 13Gbps (13Gbps per second), in February.
SK Hynix is expected to begin supplying products in the first quarter. However, given its lead in production and yield, the market expects SK Hynix to take up approximately 50% of the total HBM4 supply, with Samsung Electronics accounting for 20%.

 
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LS Electric Expands U.S. Plant to Meet Higher Demand for Power Grid

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HD Hyundai and Hyosung Heavy Industries are also taking a step forward

LS Electric is making an additional investment in its high-voltage distribution board plant in Enoch, Utah, USA. Korean power equipment companies are rapidly increasing their exports and local production in the United States.
According to an industry source, LS Electric recently signed a contract with Utah to invest an additional KRW 200 billion in its high-voltage power distribution board plant in Enoch.
Its goal is to increase the current operating capacity of KRW 50 billion, to up to KRW 150 billion and expand the factory site from approximately 13,223m2 to about 79,338m2. It aims to start construction for expansion within the first half of the year.
LS Electric plans to increase the yield and quality of its plant to the level of its plant in Cheongju, the largest in Korea. Utah is expected to offer ‘Rural Economic Development Tax Increment Financing (REDTIF)’ benefits for this investment.
The reason for the factory expansion is the demand from U.S. big tech companies for high-voltage distribution boards for AI data centers.

In response, domestic power equipment companies, including LS Electric, are continuously increasing their investments in the region. HD Hyundai Electric intends to construct a second plant in Alabama, while Hyosung Heavy Industries plans to expand its ultra-high voltage transformer plant in Memphis, Tennessee, to the largest in the United States.

Due to the overwhelming demand for power equipment in the U.S. market, not only local production but also exports are increasing. According to the Ministry of Trade, Industry and Energy, exports of electrical equipment, including voltage regulators, cables, and circuit breakers, totaled USD 16.7 billion last year, a 7% increase from USD 15.6 billion in 2024. Exports are expected to reach USD 17.7 billion this year, a 6% increase from the previous year.
 
 
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Global Sales of Memories

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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

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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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Powerful AI Emerges on Smartphones

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Global competition in lightweight model Works without Internet or GPU

‘Small but powerful artificial intelligence (AI)’ that can be stored and used on smartphone or computers (PCs and laptops) without Wi-Fi or an internet connection is emerging. LG Electronics’ new laptop LG Gram, which was released this year, is also equipped with a lightweight model of the AI model, ‘EXAONE 3.5.’ Even a micro-sized model that can be stored on floppy disks, a storage medium used 30 years ago, has emerged overseas.

According to the information technology (IT) industry, LFM 2.5 1.2B, a model for edge introduced by a U.S. AI startup Liquid AI earlier this month, is drawing keen attention with more than 50,000 downloads within just ten days of its release on the open-source platform Hugging Face.
This model outperforms similar models from Alibaba and Meta, yet is micro-sized enough to store on a 750MB floppy disk.
The most significant feature of this micro-sized model is that it can run on local devices like smartphones or PCs used by ordinary users. Unlike the latest model of OpenAI and Google, which require a massive amount of GPU resources, this model is optimized to be run by a GPU or a neural processing unit (NPU) in the device.
The use of micro-sized models is also on the rise in Korea. LG Electronics has installed EXAONE 3.5, a model developed by LG’s AI Research Institute, in the 2026 LG Gram released earlier this year.
Based on EXAONE 3.5, LG gram offers features that can summarize using AI without network connection and search and answer by creating a database using data stored on a PC.
Kakao’s on-device AI feature, Kanana in KakaoTalk, which will be fully applied to KakaoTalk in the first quarter of this year, also utilizes a micro-sized model. Kanana in KakaoTalk is used to analyze a user’s conversation to suggest customized questions or to identify a user’s schedules and notify the user.


 
 
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Samsung

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Samsung Counterattacks Apple-Google Collaboration

Samsung expands its browser service counteracting Apple’s introduction of Gemini AI

While Apple is planning to strengthen its voice AI assistant Siri by introducing Google’s artificial intelligence (AI) Gemini, Samsung Electronics’ countermeasure strategy is also drawing attention. Samsung Electronics is expanding its ecosystem by expanding its Internet browsers for PCs and enhancing the connectivity between Gemini and Samsung accounts.
Samsung Electronics is currently testing Samsung’s Internet browser for Windows, which it unveiled late last year, as a beta service. At this point, it is open only to U.S. and Korean customers, but the service will be expanded worldwide in the future.

A key feature of Samsung’s Internet browser is that users can access it by logging in through Samsung’s account. This enables users to automatically synchronize bookmarks, browsing history, and open tab information used on Galaxy smartphones with their PCs.
Samsung Electronics will expand its account ecosystem to include PC-based Internet browsers through this browser for Windows. As of the end of 2024, Samsung has 1.8 billion user account information.

Samsung Electronics has seized victory in AI phone competition with the world’s first AI phone it introduced in 2024, thanks to its early partnership with Google, which develops the best AI models. As Gemini is installed as a basic AI for Samsung Galaxy phones, it is used for various Galaxy AI functions.
Samsung’s strength in customer data is its data in the home appliance sector. Home appliances like TVs, refrigerators, and washing machines are connected to Samsung account-based ‘SmartThings.’ Neither Google nor Apple has the data from customers’ home appliances.
 
 
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LG’s Home Appliances

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LG’s Home Appliances Solidifies its No. 1 Position in the U.S. Market

Capturing 22.9% market share

LG Electronics ranked No. 1 in market share in the U.S. home appliances market last year. Recognized for its superior product performance and durability for two consecutive years, LG Electronics overtook Samsung Electronics, which claimed the crown until 2023. It plans to continue to put its utmost efforts into defending its title as the ‘No. 1 home appliance company’ in the new year, based on its cutting-edge technology.

According to the U.S. market research firm Traqline, LG Electronics secured a 22.9% market share in the U.S. market in the third quarter of last year based on the sales of six major appliances, ranking it as the No. 1 home appliance company. These six major appliances include refrigerators, washers, dryers, freestanding ranges, dishwashers, and microwave ovens.

Based on sales in 2024, LG Electronics recorded a 21.1% market share, surpassing Samsung Electronics (20.9%), taking the top spot in the U.S. home appliance market in 2023. LG Electronics maintained its No. 1 ranking in the U.S. home appliance market, recording a 21.2% market share in the first quarter of last year, 21.5% in the second quarter, and 22.9% in the third quarter. During the same period, Samsung Electronics ranked second, followed by GE and Whirlpool in third and fourth place, respectively.

 
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Hanjin

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Hanjin Opens a Logistics Hub in Amsterdam

Result achieved in just four years after reaching KRW 1 trillion
Annual sales expected to grow 43% this year
Production capacity to double within two years

Hanjin has established a logistics hub in the Netherlands to support the efforts of Korean brands, including K-beauty brands, to enter the European market.

Hanjin announced that it has recently opened its European fulfillment center in Amsterdam, the Netherlands. A fulfillment center is a centralized hub that handles the entire logistics process following online orders, from storage and packaging to delivery and returns. The center is conveniently located for air and marine transport connections, just 10 minutes by car from Schiphol Airport and an hour from the Port of Rotterdam.

Through this hub, Hanjin plans to provide integrated logistics services to K-brands preparing to enter the European market. Hanjin not only offers them packaging and labeling services tailored to the warehousing standards of global platforms like TikTok and Amazon, but also connects everything from B2C logistics, including own shopping mall’s order management, to last-mile delivery across Europe.
Hanjin will also handle complex issues related to customs clearance and value-added tax, which are major obstacles to entering the European market.


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