South Korean industrial strategic shifts

Overview

South Korean industrial leaders are prioritizing rapid execution and strategic investments to navigate technological and geopolitical shifts. LG Group Chairman Koo Kwang-mo has emphasized that artificial intelligence is a “critical axis for future competitiveness,” directing the group to focus on AI factories, semiconductors, and AI transformation.

Concurrently, POSCO Group is accelerating its ‘Triple-Core’ strategy to transition from a steel-centric model to one focused on industrial, strategic, and energy resources. This includes expanding into lithium, rare earths, LNG, and renewables. At the 2026 POSCO Forum, Chairman Chang In-hwa stated that “rapid execution is the key to survival,” outlining ambitious financial targets for 2035 and plans to invest 29.1 trillion won between 2026 and 2028 to secure market dominance and explore ‘Physical AI’ for manufacturing.

Entities

Chang In-hwa · POSCO Group · Koo Kwang-mo · Dominic Barton · Songdo

Claims

What the coverage asserts, and how many sources carry each claim.

[● 2 SOURCES] AI is a core pillar for future competitiveness. biz.heraldcorp.com · www.newstomato.com
[● 2 SOURCES] LG held a leadership meeting to discuss advanced investment strategies for AI. biz.heraldcorp.com · www.newstomato.com
[● 2 SOURCES] LG's AI strategy focuses on AI factories, physical AI, semiconductors, and AI transformation (AX). biz.heraldcorp.com · www.newstomato.com
[● 2 SOURCES] LG Chairman Koo Kwang-mo urged executives to maintain fast speed and persistent execution in AI competition. biz.heraldcorp.com · www.newstomato.com
[○ 1 SOURCE] POSCO Group Chairman Chang In-hwa emphasized fast execution to secure future growth through the 'Triple Core' strategy. www.newstomato.com
[○ 1 SOURCE] POSCO's 'Triple Core' strategy includes industrial resources (steel), strategic resources (lithium, cathode/anode, rare earths), and energy resources (LNG, renewables). www.newstomato.com

Timeline

1 day ago

[BUSINESS] 2 sources
POSCO Group accelerates Triple-Core strategy for resource expansion
POSCO Group Chairman Chang In-hwa is accelerating the ‘Triple-Core’ strategy to expand into lithium, rare earths, and energy, aiming for a significant revenue and profit increase by 2035.
2 days ago

[BUSINESS] 4 sources
LG and POSCO leaders urge rapid execution to secure AI and resource competitiveness
LG and POSCO leaders are urging rapid execution to secure future competitiveness, focusing on AI integration and strategic resource expansion through new investment and growth strategies.

Sources

biz.heraldcorp.com · hidomin.com · koreaherald.com · newstomato.com · techholic.co.kr