SK Group Announces 210 Trillion Won Mega Investment in Semiconductors and AI, Stock Rallies on June 30

According to Park Se-woong at Samsung Securities, SK Group announced on June 29 a 210 trillion won investment across three mega projects covering semiconductor clusters, physical AI, and AI data centers. The research report, published June 30, designated SK as a long-term beneficiary of the mega projects and recommended investors buy the stock.

SK's stock price rose 49,000 won to 834,000 won on June 30, reflecting market optimism about the project. Samsung Securities raised its target price for SK to 950,000 won from the previous level and placed the company as its top pick in the holding company sector. Through its unlisted subsidiaries, SK is expected to secure large orders in semiconductor infrastructure solutions and AI data center development, positioning the group to expand its earnings capacity over the long term.