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[0612 시황레이더] Investment cooperation discussion with ChatGPT developer OpenAI.. SK Networks raises 7%

Kolon Mobility Group brand imported car sales business division, BMW and MINI, etc.
Hyundai Pharm, down 6% on first day of resumption of trading due to decision to opt out of review by Corporate Review Committee related to listing eligibility review
Laser Cell, an independently developed surface light source laser technology stands out in the expectation of the benefit of AI semiconductors
Polaris office up 7% on news of large-scale AI technology collaboration with Naver Cloud

[인포스탁데일리=박상철 기자]

◇ Kolon Mobility Group (450140), the business division of BMW and MINI brand car sales, etc. increased by 19% amid the decision to separate

After the market closed on the 9th, Kolon Mobility Group decided to establish a new subsidiary, Kolon Motors Co, Ltd (tentative name) by physically splitting the import car sales, maintenance and care departments of BMW and MINI brand cars ( MINI). Share date: 2023-09-01 ) published.

Meanwhile, the result is a simple physical division method where the company owns 100% of the shares issued by the newly established corporation, and announced that there are no plans for an initial public offering ( IPO) the spin-off subsidiary. .

◇ SK Networks (001740) rose 7% on news of investment cooperation talks with ChatGPT developer OpenAI

It is reported that Sung-Hwan Choi, President of SK Networks, and Sam Altman, CEO of OpenAI, met in Seoul on the 9th to discuss investment cooperation in AI companies. In this meeting, both sides formed a consensus about investing in Open AI and Web 3, and it is hoped that an Open AI network with SK Group will be established inside and outside the industry.

Meanwhile, Sam Altman, CEO of OpenAI, met with President Seok-Yeol Yoon on the 9th and said, “The demand for memory semiconductors will increase due to the huge amount of data in the AI ​​era.” I was asked to expand my capacity.

Choi Seong-hwan, business manager of SK networks.  Photo = SK Networks
Choi Seong-hwan, business manager of SK networks (Photo = SK networks)

◇ Hyundai Pharm (004310) fell 6% on the first day of resumption of trading due to the decision to opt out of the review by the Corporate Review Committee related to the listing eligibility review

After the market closed on the 9th, as a result of a review of whether it would be subject to consideration by the corporate review committee or not, it was decided that it was not subject to consideration. Accordingly, trading resumed today, with an initial price of 4,650 achieved. Meanwhile, the company was suspended from trading in May due to reasons for a substantial review of listing eligibility.

◇ Laser cell (412350), the highest limit during the market to stand out with independently developed surface light source laser technology amid expectations of the benefits of AI semiconductors

Lasercell is expected to ride the trend of the semiconductor boom as demand for artificial intelligence (AI) semiconductors increases through the media, and manufactures various surface laser ‘LSR series’ semiconductor equipment, including his own ‘LC Bonder’. revelation

Then, it is revealed that the demand for the company’s LC bonder and LSR series equipment will increase explosively as it conducts unique equipment tests for business cooperation with various global semiconductor companies.

In particular, the technology attracting attention in the global semiconductor market is the ‘Chip-on-Wafer-on-Substrate’ (CoWoS) packaging technology, which is the core technology of advanced AI semiconductors. He explained be a laser tool surface optimized for the CoWoS packaging process.

Lasercell Dongtan R&D Campus (Photo = Lasercell)

◇ Polaris Office (041020) rose 7% on news of large-scale AI technology collaboration with Naver Cloud

Polaris Office announced through the media that it has signed a memorandum of understanding (MOU) with Naver Cloud to introduce ‘Naver Cloud Platform AI Service’. It is said that the company will launch a specialized AI office service for domestic customers by using the advanced AI HyperClova X, which was developed by Naver and is scheduled to be released this summer.

Regarding this, the company’s CEO Ji Jun-kyung said, “The development of productive AI, which will bring dramatic changes to document work, is another growth opportunity for the company. “As we launch, we will grow to be a document platform company through ‘Polaris Office AI’ in the future.”

Reporter Park Sang-cheol 3fe94@infostock.co.kr

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