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Samsung SDS Co Ltd

Samsung SDS Co., Ltd. provides cloud and digital logistics platform-based services across South Korea, the Americas, Europe, Asia, Africa, and China. It operates through IT Service and Logistics segments. The IT Service segment offers IT consulting, system design and development, system integration, operation and maintenance, data centers, and network outsourcing. The Logistics segment provides global supply chain and logistics consulting and solutions. The company also offers AI services including FabriX, Brightics Machine Learning, Brightics Data Hub, and Brightics AI Accelerator, as well as Brity Copilot, Brity Automation, Caidentia, manufacturing execution systems, and digital health solutions. It was incorporated in 1985 and is headquartered in Seoul, South Korea.

Price · split & dividend adjusted
News & notes moving 018260.KO
South KoreaUnited StatesKuwait
Artificial Intelligence▲4impact 4

Samsung and affiliates commit $1B to KKR- and Nvidia-backed Helix

Samsung Electronics and its affiliates will jointly invest $1B in Helix Digital Infrastructure, the AI infrastructure company launched by KKR with backing from Nvidia. Samsung Electronics said Tuesday it will put in $500M, with Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marine Insurance contributing the remainder. The deal lets Samsung draw on capabilities across its affiliates, from semiconductors and cooling systems to data center construction and batteries, as the group looks to expand its role in the global AI infrastructure buildout. Helix, launched in June, is led by Adam Selipsky, the former CEO of Amazon Web Services, and counts KKR, the Kuwait Investment Authority, Nvidia, and U.S. power company Vistra as founding investors. KKR said the new investment comes on top of the more than $10B of funds already committed to the company. Samsung Electronics shares rose 2.13% Tuesday morning, while the benchmark Kospi index fell 0.53%.
About megatrends
Artificial Intelligence › AI Data Center & Build-out ▲Capital
Cloud & Digital Infrastructure › Telecom Towers, Fiber & Colocation ▲Capital
Artificial Intelligence › AI Compute & Accelerator Silicon Capital
005930.KO · Capital · Positive Samsung Electronics commits $500M to Helix as part of a $1B group investment to expand its AI infrastructure role.
006400.KO · Capital · Positive Samsung SDI contributes part of the $1B investment in Helix, expanding its role in AI infrastructure via batteries.
018260.KO · Capital · Positive Samsung SDS contributes part of the $1B investment in Helix, drawing on data center capabilities.
028260.KO · Capital · Positive Samsung C&T contributes part of the $1B investment in Helix, leveraging data center construction capabilities.
032830.KO · Capital · Positive Samsung Life Insurance contributes part of the $1B investment in Helix.
KKR · Capital · Positive KKR's Helix Digital Infrastructure receives a new $1B investment from Samsung and affiliates, on top of $10B already committed.
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Seeking Alpha·7dRead more →
South Korea
Artificial Intelligence▲

MegazoneCloud Builds Hanmi Pharmaceutical QA AI Agent on AIR Studio

MegazoneCloud has begun developing Hanmi Q-Agent, an AI agent that automates Hanmi Pharmaceutical's quality assurance operations, built on its enterprise AI OS AIR Studio. The project is part of the AX One-Stop Voucher Program, through which the Ministry of Science and ICT and the National IT Industry Promotion Agency provide integrated support for AI, cloud, and data in voucher form, and system development started on the 7th. MegazoneCloud will build a retrieval-augmented generation agent for some 4,000 quality documents accumulated by Hanmi Pharmaceutical, retrieving and summarizing them and comparing them against the latest regulations, with the goal of cutting related work time by more than 40 percent. As the response engine, MegazoneCloud fine-tunes Upstage's Korean model Solar to Hanmi Pharmaceutical's GMP domain and deploys it on the AIR Studio-based agent. Hanmi Pharmaceutical leads the consortium, with MegazoneCloud handling AI solution implementation and fine-tuning, Samsung SDS providing the AX infrastructure, and Selectstar performing data processing and third-party verification; the four companies held the 2026 AX One-Stop Voucher Program Hanmi Pharmaceutical Consortium Kickoff on August 28.
About megatrends
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Demand
Artificial Intelligence › AI Applications & Copilots ▲Demand
MegazoneCloud · Demand · Positive MegazoneCloud is building the Hanmi Q-Agent on its AIR Studio and handling AI solution implementation and fine-tuning.
128940.KO · Technology · Positive Hanmi Pharmaceutical leads the consortium and gets an AI agent automating its quality assurance operations, cutting related work time by over 40%.
Upstage · Technology · Positive MegazoneCloud fine-tunes Upstage's Korean model Solar for Hanmi Pharmaceutical's GMP domain as the response engine.
018260.KO · Demand · Positive Samsung SDS provides the AX infrastructure for the Hanmi Pharmaceutical QA AI agent consortium, gaining a concrete project role.
Selectstar · Demand · Positive Selectstar is contracted to perform data processing and third-party verification for the Hanmi Pharmaceutical consortium.
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PR Newswire·25dRead more →
South Korea
Digital Finance & Tokenization▲

Analysts predict Samsung poised to become a major stablecoin distributor after paving the way to 800 million Galaxy devices

Analysts predict that Samsung is on track to become a major global stablecoin distributor, after the company laid the groundwork for access through more than 800 million Galaxy devices worldwide. This move comes amid the enforcement of South Korea's Digital Asset Basic Act and partnerships with major digital asset platforms such as Dunamu, the operator of Upbit, as well as the development of Samsung Wallet and the issuance of a Samsung stablecoin on Samsung SDS infrastructure, which will allow users to transact directly with USDC and other stablecoins via smartphones.
About megatrends
Digital Finance & Tokenization › Distribution & Revenue-Share Partners ▲distribution
005930.KO · Demand · Positive Samsung's groundwork enables stablecoin distribution to 800 million devices, boosting adoption of its services.
018260.KO · Technology · Positive Samsung SDS infrastructure supports the issuance of a Samsung stablecoin, enhancing its blockchain capabilities.
USDC · Demand · Positive Samsung's integration of USDC into Galaxy devices expands stablecoin usage, increasing demand for USD Coin.
Dunamu Inc. · Demand · Positive Partnership with Samsung expands Dunamu's platform reach, potentially increasing trading volumes.
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efin.finance·62dRead more →
Robotics & Physical AI▲impact 4

Samsung shares surge 6.76% after setting up robotics unit to push into Physical AI

Samsung Electronics shares rose 6.76% after the company announced the establishment of a new robotics business unit called RX, or Robotics eXperience, to drive its mid- to long-term strategy in Physical AI and humanoid robots. TM Roh, the chief executive officer, will personally oversee the unit. The announcement also helped lift South Korea's Kospi index by about 4%. Earlier in the same month, TM Roh revealed that Samsung Electronics plans to invest approximately 60 trillion won in the Yeongnam region, which includes its manufacturing base in Gumi. Of this amount, 19 trillion won will be used together with Samsung SDS to develop Physical AI infrastructure and build a humanoid robot manufacturing plant. In addition, the new unit plans to set up research and development centers in the United States, China, and Japan.
About megatrends
Robotics & Physical AI › Humanoid Robots ▲Competition
Semiconductors › Logic, Compute & Connectivity Processors Competition
Robotics & Physical AI › Robotics AI & Embodiment Software ▲Technology
005930.KO · Technology · Positive Samsung established a new robotics unit (RX) to push into Physical AI and humanoid robots, overseen by CEO.
018260.KO · Capital · Positive Samsung SDS will jointly invest 19 trillion won with Samsung Electronics to develop Physical AI infrastructure and build a humanoid robot plant.
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HoonVision·77dRead more →
Artificial Intelligence▲

Anthropic Opens Seoul Office and Forges South Korea Partnerships Ahead of IPO

Anthropic opened a Seoul office and announced a series of partnerships across South Korea's artificial intelligence ecosystem as the Claude developer expands in Asia ahead of a public listing. The company signed a memorandum of understanding with South Korea's Ministry of Science and ICT to collaborate on public-sector AI adoption, model safety testing, and cybersecurity threats. Major business groups including LG CNS, Hanwha Solutions, and Samsung SDS are deploying Claude, while NAVER uses Claude Code for software development and Nexon has integrated Claude into game development workflows. Anthropic will also provide Claude access to about 60 researchers at South Korea's National AI Research Lab for work on AI safety and frontier research. The Seoul office is led by Kiyoung Choi, who joined in May as Representative Director of Korea from Snowflake.
About megatrends
Artificial Intelligence › Closed / Frontier Labs Competition
Artificial Intelligence › AI Applications & Copilots Competition
Anthropic · Demand · Positive Anthropic announced partnerships with major South Korean firms (LG CNS, Hanwha Solutions, Samsung SDS, NAVER, Nexon) deploying Claude, indicating strong end-customer demand.
009830.KO · Demand · Positive Hanwha Solutions is deploying Claude, showing enterprise adoption.
018260.KO · Demand · Positive Samsung SDS is deploying Claude, indicating enterprise adoption.
035420.KO · Demand · Positive NAVER uses Claude Code for software development, showing product adoption.
064400.KO · Demand · Positive LG CNS is deploying Claude, indicating enterprise adoption.
3659.JP · Demand · Positive Nexon has integrated Claude into game development workflows, indicating product adoption.
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Benzinga·107dRead more →