Kim Jeong-gyu, president of SK Square, said in a New Year's address on the 9th, "In 2026, in an era of uncertainty, AI is the key that makes the difference," and noted, "corporations that fall behind in the AI race will have to worry about survival itself." Kim said, "AI will be the 'spark' that drives growth," and laid out three core tasks.
The first is accelerating AI transformation at SK Square and portfolio corporations. He emphasized, "Introduce AI agents across the entire investment process to boost productivity, and portfolio companies must strengthen AI-based service competitiveness."
The second is executing new investments in AI and semiconductors. Kim said, "We will seek meaningful investment opportunities in areas of the semiconductor value chain that can resolve the bottleneck of AI evolution." Along with this, the plan is to expand global cooperation and technology investment opportunities in the AI Semiconductor field.
The third task is portfolio rebalancing. He said, "We will raise corporate value through swift rebalancing and securing fundamental competitiveness."
Kim also urged members to pursue ▲ "challenge" that breaks out of the existing mold ▲ "leap" that builds capabilities ▲ "joining forces" that expands a One Team culture. He said, "This year, changes to ways of working, business models, and portfolios centered on AI will come faster than ever," and asked, "Let's respond swiftly to change."
SK Square, while preparing new investments in AI and semiconductors this year, will also move to secure market intelligence through global investment firm TGC Square. In addition, the organization was recently reorganized into the Strategic Investment Center, and Senior Vice Chairman Choi Jae-won, who has a rich global network, joined to support new investments and value-up.
The company reaffirmed its goal, under the corporate value enhancement plan released in Nov. last year, to lower the net worth (NAV) discount rate to 30% by 2028, and said, "We will realize global-level corporate value with a focus on AI and semiconductors."