Korean Technology

Semiconductors · Robotics · Medicine · AI · Stocks

[Korean Technology @doroeee]

If you're watching where precision medicine is actually being built - Korea is doing something different. Follow @KoreabiomededR or search Samsung Bioepis ADC 2026 to track this.

[Korean Technology @doroeee]

Samsung just fused its hospital and its drug lab under one AI platform. Samsung Medical Center + Samsung Bioepis signed a deal to build an AI drug target discovery engine - running through 2030. 🧬

[Korean Technology @doroeee]

AstraZeneca paid $6B+ to acquire Daiichi's ADC tech. Merck licensed ADCs for $22B. Samsung is building the discovery layer from scratch - using Korean hospital data as the moat.

[Korean Technology @doroeee]

@LifeBeLikeThatX Maybe yeah

[Korean Technology @doroeee]

4/
If you build AI products for Asia or the Middle East, Naver's infrastructure play just changed your options. What do you think sovereign AI looks like in 2028?

[Korean Technology @doroeee]

Naver and Nvidia will build AI factories at gigawatt scale using the Nvidia DSX platform, beginning with a 55MW expansion at its GAK Sejong hyperscale data center, with plans to reach 200MW by 2028 and eventually 1GW. Naver becomes the first Korean company to join Nvidia's Nemotron Coalition, advancing its HyperCLOVA X sovereign AI model and developing a Seoul World Model trained on 1.2 million panoramic street-view images using Nvidia Cosmos. The partnership targets global sovereign AI markets across Asia, the Middle East, and Europe 🧵

[Korean Technology @doroeee]

3/
US has hyperscalers. China has Alibaba Cloud. Korea now has Naver Cloud — a sovereign AI factory with its own LLM, physical AI model, and gigawatt ambitions. Different league.

[Korean Technology @doroeee]

If you track AI infrastructure supply chains, this is the policy signal that matters today. Korea just removed friction from the most critical bottleneck in global chip production. Watch fab ramp timelines.

[Korean Technology @doroeee]

Korea just cut EUV fab equipment approvals from 34 days → 9 days. Announced TODAY by the government. This is the chip supply chain move nobody's talking about yet. 🇰🇷⚡

[Korean Technology @doroeee]

US CHIPS Act = $52B over years. EU Chips Act = €43B with slow disbursement. Korea's move? One regulatory cut = immediate fab velocity. No new money needed — just government speed.

[Korean Technology @doroeee]

Korea's Ministry of Climate, Energy and Environment has launched Phase 2 of its domestic Ultra Pure Water (UPW) localization program, aiming to bring 90% of core equipment and piping materials to domestic production by 2030. Phase 1 already succeeded in localizing UV oxidation devices, membrane degassing, and ion exchange resins - with domestically produced UPW field-verified at SK Siltron's Gumi semiconductor wafer plant. Phase 2 expands scope to full-process piping materials and low-energy facility design, directly targeting Korea's long-standing reliance on Japanese and U.S. UPW suppliers.

[Korean Technology @doroeee]

@Ringiana This book is not available for purchase, unfortunately, and was provided to me directly by my investment institution...

[Korean Technology @doroeee]

Just got this absolute unit of a book: "Financial Statements of Entire Korean Stocks." It’s very heavy! 📚😅
Once I finish reading and taking notes, I’m passing it over for free.
Any finance enthusiasts in Gyeonggi or Seoul want it next?