According to Yonhap News Agency, SK Group announced on the 15th that Chairman Chey Tae-won delivered a keynote speech at the "2026 CEO Seminar" on the 14th. Chey stated, "We must break down the existing business framework and redefine ourselves as an AI company." He also called on all group member companies to break through existing business areas, find new positioning in untapped opportunities, and build an AI flywheel system extending from AI services to the token economy.
He added, "In the AI era, no single company can do everything alone. It is crucial to enhance our capabilities and growth speed through open collaboration with global partners." The AI flywheel refers to a virtuous cycle: semiconductor competitiveness drives the growth of AI factory business, and the expansion of AI factories further creates demand for energy and AI services.
SK Group plans to further refine this virtuous cycle and play a leading role in the "token economy" market. In this market, AI computing power and services will become tradable core resources. The group's management unanimously agrees that they should proactively explore and promote business development in new areas around the three pillars of AI semiconductors, infrastructure, and energy, each assuming their respective roles. Furthermore, the group has further clarified specific measures to strengthen its fundamental capabilities and support the operation of the AI flywheel. Management plans to continue advancing “Portfolio Rebalancing 2.0”, which aims to enhance the competitiveness of existing businesses, and to strike a balance between maintaining financial soundness and making future investments based on capital allocation criteria that are based on cash generation capabilities.
