LG Innotek surpasses KRW 10 trillion in sales in the first half of the year for the first time... Surprising performance due to demand for AI (comprehensive)
📊Executive Summary
LG Innotek has achieved a record sales milestone of KRW 10 trillion in the first half of 2026, driven by strong demand for AI-related semiconductor substrates and mobile camera modules. The company's Q2 sales reached KRW 5.5 trillion, marking a 41% increase year-over-year, with an impressive operating profit surge of 2057.3%. The growth is attributed to robust demand for high-value AI server substrates and mobile camera modules, alongside an expansion of their semiconductor substrate production facility in Vietnam, with an investment of KRW 1.5 trillion. This performance indicates a significant shift in procurement strategies, particularly in AI and camera module components....
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