[Stock Feature] LG Rises on News of Humanoid Robot Collaboration with Nvidia (Comprehensive)

[Stock Feature] LG Rises on News of Humanoid Robot Collaboration with Nvidia (Comprehensive)

　

On the 14th, the stock prices of related group companies rose on the news that LG will unveil a next-generation humanoid robot based on the Nvidia platform in the first quarter of next year.

According to the Korea Exchange, LG, the holding company of LG Group, closed at 120,000 won, up 5.54% from the previous trading day.

The stock prices of affiliates such as LG Electronics [066570] (4.12%), LG Innotek [011070] (6.34%), and LG CNS [064400] (1.91%) also rose.

LG announced that LG Group Chairman Koo Kwang-mo met with Nvidia CEO Jensen Huang at Nvidia's headquarters in Santa Clara, California, on the 13th (local time) and signed an 'MOU for Strategic Business Cooperation' related to humanoid robots.

LG is developing a bipedal humanoid robot based on the Nvidia platform, and this robot will integrate the technologies and capabilities of key affiliates, including LG Electronics' actuators and LG Innotek's sensors.

Choi Jeong-wook, a researcher at Hana Financial Investment, pointed out, "LG Group's major affiliates have a significant portion of the value chain in the AI business, with LG Electronics responsible for data center cooling and robots, LG Innotek supplying sensing components for robots and autonomous driving, LG CNS handling AI data center construction and operation and physical AI platforms, LG Uplus [032640] for AI data centers, and LG Energy Solution [373220] for data center power solutions."

Accordingly, he added, "There is a high possibility that related expectations will be re-emphasized depending on the scale and methods of cooperation with Nvidia in physical AI, AI infrastructure, and mobility."