Korean Chaebols Reshape Portfolios Toward AI and Semiconductors

Дата публикации: 14-08-2026 17:43:12

Domestic large business groups (Chaebols or conglomerates) are clearing out non-core businesses and rapidly restructuring their business structures toward future high-value industries such as artificial intelligence and semiconductors. According to the ‘Status of Changes in Affiliated Companies of L

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Domestic large business groups (Chaebols or conglomerates) are clearing out non-core businesses and rapidly restructuring their business structures toward future high-value industries such as artificial intelligence and semiconductors. According to the ‘Status of Changes in Affiliated Companies of Large Business Groups Over the Last Three Months’ announced by the Fair Trade Commission (FTC) on Aug. 14, the number of affiliated companies belonging to 102 business groups subject to disclosure with assets of 5 trillion won (about $3.52 billion) or more was identified as 3,534 on August 3. This is a decrease of four from 3,538 on May 1.

During the investigation period, changes in affiliated companies occurred in 49 business groups. While 35 groups newly incorporated 75 companies through company establishment and stake acquisition, 28 groups excluded 79 companies from their affiliations due to absorption and merger, stake sale, and liquidation closure. Hyosung saw the highest number of new incorporations by adding 11 companies, followed by GS and Daemyung Chemical with nine and seven, respectively. DB recorded the highest number of affiliation exclusions with 13, followed by Hyosung with eight and SK with seven.

Major companies decisively cleared out non-core businesses that suffer from low profitability or are far from their core competencies. SK excluded five companies from its affiliation, including the real estate development-related company SK D&D, while CJ cleared out two companies, including the animal feed manufacturer CJ Feed&Care. Wonik also set out to optimize its business portfolio by excluding three companies from its affiliation, including the film production company Pladi.

On the other hand, active affiliation incorporations took place in new industry sectors earmarked as future growth engines. Investments related to AI data centers and semiconductors were particularly prominent. Samsung welcomed the public-private joint venture Korea AI Computing Center and the cooling and air conditioning solution company FlaktGroup Korea as its affiliates. GS incorporated four companies including GS AI Infra, while OCI incorporated SGC Data Power and SGC AI Infra, respectively, thereby laying the foundation for their AI infrastructure businesses.

Movements to secure high-value technologies were also detected in the manufacturing sector. Hansol acquired Will Technology, a semiconductor inspection parts manufacturing company, and Hyosung established and included HS Hyosung Energy Solution Korea, a silicon anode material manufacturing company, in its affiliation. This is interpreted as a strategy to overcome the limitations of existing core businesses and strengthen competitiveness in the next-generation energy and semiconductor markets.

Procedures to exclude companies independently operated by relatives or executives from affiliations were also carried out in parallel. Line, newly designated this year, excluded four companies including the relative-controlled company Shindo, while Woongjin, Heesung, and QCP Group also separated related companies from their affiliations citing the recognition of independent management or executive resignations. Jungheung Construction and Bando Holdings also adjusted the scale of their business groups by clearing out certain affiliates after receiving recognition for the independent management of relatives.

This status of changes shows that large companies are focusing on qualitative growth rather than quantitative expansion in response to changes in the internal and external economic environments. The Fair Trade Commission plans to continuously monitor the corporate governance and business restructuring trends of large business groups based on these details of affiliate changes that occurred over the three months since May.

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