Korea AI Semiconductor corporations DeepX has secured a series of purchase orders (POs) in the global market, entering the commercialization stage of Physical AI.
In Korea's AI Semiconductor sector, which had focused on technology verification, DeepX is solidifying its position in the global market through actual mass-production revenue. In particular, it is translating early market opportunities into concrete commercial results in Physical AI that runs not in data centers but on real industrial sites.
On the 14th, DeepX said that as of Apr. this year, it had entered the operational breakeven stage through securing global order volumes. The significance is especially great because this result represents practical operational self-sufficiency based on confirmed purchase orders (POs). This means the company has entered a commercial trajectory where it can cover corporate operating expense solely with actual purchase orders from the global market, rather than short-term government projects or one-off revenue.
DeepX's growth is proven in numbers. The volume of new orders secured in Apr. alone has already surpassed total revenue last year. Notably, the qualitative growth stands out. In just eight months since starting mass production, the company secured 48 POs across eight key global industries where Physical AI is applied—such as Smart Factory, Robotics, and smart cities—in eight countries.
Unlike past Korea fabless corporations that relied on the domestic market or specific clients, more than about 67% of DeepX's total revenue comes from overseas markets. Beyond simple sample supply, the share of "mass-production orders" applied at scale in real industrial sites has surged, drawing assessments that global clients recognize its technical reliability.
Behind DeepX's exceptional results at an early commercialization stage was a "preemptive market-dominance strategy." Even before completing product R&D, the company built its own sales infrastructure targeting the global market and devoted full effort to securing partnerships with global semiconductor distributors.
The industry says, "It is unusual that an AI Semiconductor startup has built a structure that enables operational self-sufficiency solely with orders at the early stage of commercialization."
DeepX's solutions are spreading across all industries, from AI IT services to medical devices, industrial safety, and video security. The hardware-software ecosystem established with global partners has settled into a "virtuous-cycle platform" that translates into tangible revenue.
Chief Executive Kim Nok-won of DeepX said, "The AI Semiconductor industry has now shifted beyond flashy technical spec races to a contest over how stably solutions can penetrate real industrial sites and create economic value," adding, "DeepX has proven unrivaled growth potential through a 'repeatable commercial structure' validated in the global market."
Kim added, "The key to the Physical AI era is operational economics based on low power and high efficiency," and said, "We will lead national industrial competitiveness as a global platform corporations that does more than just sell chips by underpinning the exponentially growing AI demand with a sustainable infrastructure."