Analysis Report: Google DeepMind's Hassabis Visits Korea and the AI Alliance with Korea's Four Major Groups

Market situation summary and analysis 

Demis Hassabis, the creator of AlphaGo and CEO of Google DeepMind, visited Korea and signed a K-Moonshot memorandum of understanding with the Ministry of Science and ICT 

 

In particular, he announced a series of meetings with key Korean conglomerates such as Samsung Electronics, SK hynix, Hyundai Motor and LG Electronics, signaling a strong AI  technology alliance

 

Key issues of Hassabis's visit to Korea 

The arrival of the AGI era and industrial restructuring Hassabis predicted that the era of artificial general intelligence will arrive within 5 years and that it will have more than 10 times the impact of previous industrial revolutions 

 

Synergy with Korean companies Hassabis assessed that Korea has excellent researchers along with a solid technology base in areas such as semiconductors and robotics 

 

Google's software technology and Korea's hardware manufacturing capabilities are expected to combine in all-around cooperation to seize global AI  leadership

 

Implications from an investor's perspective 

The meeting between Google DeepMind and Korea's four major groups is not a mere courtesy call but a survival strategy for the race for AI  supremacy 

 

Investors should pay attention to the strong growth momentum of related value chain companies, such as Samsung's and SK hynix's AI  semiconductors, Hyundai Motor's autonomous driving and robotics, and LG Electronics' on-device AI, and adopt a strategy of increasing their weighting over the medium to long term