LG 启动全集团业务审查，将讨论与 Nvidia、Microsoft 的合作
LG Begins Group-Wide Business Reviews, to Discuss Nvidia and Microsoft Partnerships < Semiconductor < 기사본문 - The Elec Inc.
LG 于 10 月 19 日启动覆盖全部子公司的业务审查会议，由会长具光谟主持，评估 2026 年业绩并规划 2027 年计划，会议将持续约一个月。审查将讨论与 Nvidia、Microsoft 的具体业务合作及后续落地计划，涉及 AI 工厂、物理 AI、移动出行和 AI 基础设施。此举属于 LG“One LG”战略，目标是整合各子公司能力、在关键 AI 市场取得成果。
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Nvidia CEO Jensen Huang (right) and LG Chairman Koo Kwang-mo. (Photo: THE ELEC)
LG will begin business review meetings across all its affiliates on Oct. 19, chaired by LG Chairman and CEO Koo Kwang-mo and attended by subsidiary CEOs and business division heads. The meetings will review the company’s 2026 business performance and plans for 2027.
The reviews will begin with electronics affiliates, including LG Electronics, LG Display and LG Innotek, followed by chemical and battery businesses such as LG Energy Solution and LG Chem, and telecommunications and services affiliates including LG Uplus and LG CNS. The process will continue for approximately one month.
The meetings will address specific business partnerships with global technology companies, including Nvidia and Microsoft, along with follow-up implementation plans. LG strengthened its cooperation with Nvidia in 2026 in artificial intelligence (AI) factories, physical AI and mobility. It has also agreed to expand its collaboration with Microsoft across AI infrastructure.
Based on discussions at previous meetings of affiliate CEOs, the group will review each subsidiary’s strategy in AI and other future growth areas. At its September CEO meeting, LG assessed investment results and strategies involving AI factories, physical AI and AI transformation (AX). The group has selected key quarterly discussion topics throughout 2026, focusing on AX execution in March, Winning R&D in June and refining investment strategies in September.
The initiative forms part of LG’s “One LG” strategy to consolidate capabilities across the group. The goal is to maximize synergies among affiliates and achieve results in critical future AI markets beyond short-term collaboration.
At the September CEO meeting, Koo urged executives to “act with speed and persistent execution to ensure we can win in the future battlegrounds of AI.”
Selye Moon selyesel@thelec.kr
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