# South Korean industrial strategic shifts

> Live situation record from CLSTR: https://clstr.news/situations/south-korean-industrial-strategic-shifts
> Updated: 2026-09-16T23:52:12.000Z. Sources: 5. Developments: 2.

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.

## Claims

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

## Timeline

### 2026-09-16: 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 sources. https://clstr.news/cluster/posco-group-accelerates-triple-core-strategy-for-resource-expansion

### 2026-09-16: 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.

4 sources. https://clstr.news/cluster/lg-and-posco-leaders-urge-rapid-execution-to-secure-ai-and-resource-competitiveness

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Cite as: South Korean industrial strategic shifts. CLSTR, https://clstr.news/situations/south-korean-industrial-strategic-shifts