KRX Korea Sovereign AI Index
Exposure to Korean companies driving sovereign AI through software, infrastructure, semiconductors, and energy.
Sentiment Summary
Recent Events
Q2 2026 earnings release, for which a 5% price impact is estimated based on historical volatility, is scheduled.
SK Hynix is scheduled to release its Q2 2026 earnings results on July 29, 2026; medium importance justified by expected >5% price impact from quarterly performance scheduled.
Importance is estimated as the event is in the future. Q2 2026 earnings release scheduled.
Ex-rights date for Hanwha Solutions Corp's shareholder-allotted paid-in capital increase (rights offering), after the company revised the schedule. The revised new-share allotment record date is 2026-06-16, so the trading-impact ex-rights date is 2026-06-15.
Announced a KRW 22.82 billion contract with Samsung Electronics for semiconductor manufacturing equipment (NEOCON) on June 4, 2026, representing 26.21% of recent annual sales.
SK Telecom announced on June 4, 2026, that it has joined 'Project Glasswing,' a global AI security cooperative led by Anthropic, to co-develop a cyber threat response system using AI models; Medium importance reflects strategic value in AI security, scheduled.
The company announced its participation in Computex Taiwan (June 2-5, 2026) and unveiled its new 'TC Bonder 4' for HBM4 and a next-generation 'Wide TC Bonder'; this major product launch is estimated to have a price impact of over 5% expected.
NAVER launched the 'NAVER Mate' program on 2026-06-04, a creator support initiative with an annual budget of KRW 20 billion to foster high-quality content production.
Announced a KRW 188.3 billion contract with Toshiba Plant Systems & Services to supply LNG combined cycle power plant equipment, equivalent to 24.3% of 2025 revenue.
Announced a KRW 12.4 billion contract with Samsung Electronics for semiconductor manufacturing equipment on June 1, 2026, representing 14.22% of recent annual sales.
Won an EPC contract worth approximately KRW 840 billion (4.9% of last year's sales) for the Jafurah Phase 2 cogeneration power plant in Saudi Arabia, with the contract signed on June 1, 2026. Medium impact estimated as the contract value is nearly 5% of annual sales scheduled.
Signed an MOU with NC AI on May 29, 2026, to co-develop a 'Robot Foundation Model' for automating high-risk industrial tasks. This strategic partnership in the AI robotics sector is estimated to have a >5% price impact, expected.
Announced a direct Power Purchase Agreement (PPA) to supply 100 MW of solar energy for 25 years, valued at approximately 502.3 billion KRW. This large-scale contract is estimated to have a 5-10% price impact due to long-term revenue stability.
Submission of the annual Corporate Governance Report on May 29, 2026, for the fiscal year 2025. This standard regulatory disclosure is estimated to have a >1% price impact, scheduled.