LG Group as its AI value chain comes into focus, 5shares of major affiliates surge this month
5Since the start of the month, LG Group has been reassessed by the market as it benefits from the expansion of its AI value chain. Although it has no memory semiconductors or GPUs, its businesses related to physical AI—including data center cooling, robotics, sensing, enterprise AI platforms and energy storage systems (ESS)—have come into focus, lifting the share prices of major affiliates.
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5Since the start of the month, LG Group has been reassessed by the market as its portfolio of artificial intelligence-related businesses comes into focus. The share prices of major affiliates have been trending higher. This change is viewed as a reassessment of a group that had for some time been relatively outside the AI rally.
LG Group does not own key AI chips such as memory semiconductors or graphics processing units (GPUs). As a result, it attracted less attention in past AI rallies. However, this is a matter of fact.
Recently, attention has shifted to the physical equipment and services needed as AI expands from software into the real world. These include hardware such as data center cooling systems, industrial robots and sensors, as well as enterprise AI platforms. Energy storage systems (ESS) are also being discussed in connection with AI operations and data center power management.
The market revaluation is based on these business connections. Some affiliates have announced plans to expand their related businesses or highlighted their business portfolios. The article previewed a series examining whether this trend is a temporary theme or a sustainable revaluation.
The report 5focuses on the market reaction during the month and changes in the group’s business portfolio. The published information centers on the scope of the group’s businesses and the market’s response. Relevant information will be updated if additional disclosures or earnings announcements are made.
Sources: 연합인포맥스
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