SK Square's Vision for 2026: Harnessing AI to Navigate Business Uncertainty

As the business landscape continues to evolve with rapid technological advancements, SK Square CEO Kim Jung-kyu has articulated a clear vision for the year ahead, placing artificial intelligence (AI) at the forefront of the company’s strategy. In his New Year’s address delivered on January 9, 2026, Kim outlined how AI will serve as a crucial differentiator in an increasingly uncertain business environment, warning that companies that fail to adapt may face significant risks to their survival.

The Role of AI in Driving Growth

Kim described AI as a "spark for growth," indicating that the technology is not just a trend but a fundamental shift that companies must embrace to remain competitive. The CEO emphasized that the integration of AI is not merely a technical enhancement but a transformative approach that can redefine operational efficiencies and strategic decision-making.

To harness the full potential of AI, Kim laid out three strategic priorities for SK Square in 2026:

• Full-scale AI transformation
• Expanded investment in the semiconductor sector
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• Faster portfolio rebalancing to enhance corporate value

1. Full-scale AI Transformation

The first priority focuses on strengthening SK Square’s fundamental competitiveness through organization-wide AI adoption. Kim emphasized the necessity of embedding AI agents throughout the investment process to optimize efficiency and enhance decision-making capabilities.

Implementing AI across various levels of the organization is expected to not only streamline operations but also provide data-driven insights that can lead to more informed investment decisions. By leveraging advanced algorithms and machine learning, SK Square aims to foster a culture of innovation that encourages employees to embrace new technologies.

2. Investment in the Semiconductor Sector

In his address, Kim also highlighted the critical importance of sustained investment in the semiconductor value chain, especially as demand for chips surges in tandem with the growth of AI technologies. He stated, "We will pursue investment opportunities that help resolve structural bottlenecks in AI development, including chips and related areas across the value chain.”

This strategic focus on semiconductors is particularly timely, given the global chip shortage and the increasing reliance of various industries on advanced semiconductor technologies. As AI applications proliferate, the need for efficient, high-performance chips has never been greater. Thus, by investing in this sector, SK Square aims to position itself at the forefront of the tech ecosystem.

3. Accelerating Portfolio Rebalancing

Another key aspect of Kim's vision for 2026 is the need for greater speed and agility in portfolio management. To facilitate this, SK Square has reorganized its portfolio management function into a newly established entity known as the Strategic Investment Center. This reorganization is intended to enhance the company's ability to respond to market dynamics and to capitalize on emerging investment opportunities swiftly.

Additionally, SK Square will leverage TGC Square, its overseas investment arm, to strengthen access to advanced market intelligence. This strategic move aims to ensure that the company is not only responding to current trends but also anticipating future shifts in the market landscape.

Fostering a Culture of Continuous Improvement

In concluding his address, Kim called upon employees to challenge conventional thinking and pursue continuous self-improvement. He underscored the importance of fostering a “One Team” culture, which emphasizes collaboration and collective effort in navigating the challenges ahead.

Kim stated, "This year, changes in work methods, business models, and portfolios centered on AI will arrive at an unprecedented speed. Let us respond agilely to these changes by working together.” This call to action reinforces the idea that adaptability and teamwork will be essential as SK Square embarks on its ambitious journey throughout 2026.

Conclusion

As SK Square navigates the uncertainties of the modern business landscape, the focus on AI as a key differentiator is a forward-thinking approach that could set the company apart from its competitors. By prioritizing AI transformation, investing in the semiconductor sector, and rebalancing its portfolio, SK Square is positioning itself for sustainable growth and resilience in an ever-changing market.

In a time when organizations must adapt or risk obsolescence, SK Square’s strategic initiatives reflect a commitment to innovation and excellence, ensuring that the company remains a significant player in the tech industry for years to come.

With these plans in place, stakeholders and industry watchers will be keenly observing how SK Square executes its strategy and the impact of AI on its operations and overall corporate value in 2026 and beyond.