{"id":145223,"date":"2026-09-07T00:58:15","date_gmt":"2026-09-07T00:58:15","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/145223\/"},"modified":"2026-09-07T00:58:15","modified_gmt":"2026-09-07T00:58:15","slug":"hanwha-asset-management-ai-investment-territory-expanding-beyond-semiconductors-to-the-real-economy","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/145223\/","title":{"rendered":"Hanwha Asset Management: “AI Investment Territory Expanding Beyond Semiconductors to the Real Economy”"},"content":{"rendered":"

There is an emerging analysis suggesting that investments in artificial intelligence (AI) are rapidly expanding beyond semiconductors and data centers, now encompassing the entirety of the real economy, including power infrastructure, defense, and manufacturing.<\/p>\n

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On September 7, Hanwha Asset Management announced the publication of the September issue of their monthly report, “PLUS VIEW.” This issue covers “Dreaming of Balhae: The Expanding Investment Territory of AI” as its cover story.<\/p>\n

Hanwha Asset Management noted that while in the past, corporate capital expenditures fluctuated in response to economic and interest rate forecasts, recent investments are increasingly driven by the need for supply chain stability and national security. Producing semiconductors domestically, securing stable electricity supplies, and localizing core raw materials are now considered essential investments for national competitiveness, according to the report.<\/p>\n

The company highlighted that in the future, companies positioned to benefit simultaneously from both AI and industrial infrastructure\u2014two major growth pillars\u2014warrant particular attention. It analyzed that businesses engaged in power infrastructure, environmentally friendly energy sources such as nuclear and solar, and core materials are likely to be direct beneficiaries of the expansion of AI infrastructure and state-led industrial investment.<\/p>\n

In the Market Insight section, the report reviewed the swift market recovery following the sharp decline of the KOSPI in July. It found that strong earnings announcements by big tech (large information technology companies) and neo-cloud companies, along with the positive outlook from major semiconductor firms like SanDisk, have rapidly eased concerns over a semiconductor “peak out.” The report also confirmed that underlying demand for AI remains robust.<\/p>\n

Additionally, the report recommended a diversified investment strategy targeting structural growth across the entire semiconductor industry, rather than focusing on specific companies, in light of intense competition. It also provided in-depth analysis of the global cooperation framework in the era of next-generation AI agents, such as the joint announcement by SK hynix and SanDisk on the standardization of HBF (High Bandwidth Flash).<\/p>\n

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A Hanwha Asset Management official stated, “If AI is driving the growth of the digital economy, manufacturing infrastructure and defense are the pillars physically supporting that growth,” adding, “Future investment opportunities will become even greater at the intersection of AI, the real economy, and national industrial policy.”<\/p>\n

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This content was produced with the assistance of AI translation services.<\/p>\n

\u00a9 The Asia Business Daily. All rights reserved. Unauthorized AI training and use prohibited.<\/p>\n","protected":false},"excerpt":{"rendered":"There is an emerging analysis suggesting that investments in artificial intelligence (AI) are rapidly expanding beyond semiconductors and…\n","protected":false},"author":2,"featured_media":145224,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[479,355,354,480,31,154,478,414,481,33,477],"class_list":["post-145223","post","type-post","status-publish","format-standard","has-post-thumbnail","category-hanwha","tag-economic","tag-hanwha","tag-hanwha-group","tag-issue","tag-korea","tag-news","tag-newspaper","tag-politics","tag-society","tag-south-korea","tag-the-asia-business-daily"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/145223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=145223"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/145223\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/145224"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=145223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=145223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=145223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}