US Lifts Anthropic AI Export Controls After 18 Days

*Editor's Note: 'AI PRISM' (Personalized Report & Insight Summarizing Media) is an 'artificial intelligence (AI)-based customized news recommendation and summary service' developed with support from the Korea Press Foundation. It selects and provides six customized news items by reader type.

1. Anthropic's Mythos Opens Export Path After 18 Days...China Still Excluded

- Key Summary: The US government fully lifted the export controls it had imposed on Anthropic's latest AI models Mythos5 and Fable5 after 18 days. Anthropic announced through social media platform X that it had received notice of the export control removal from the Department of Commerce, and it is known to have applied new safeguards blocking "jailbreak" circumvention techniques for Fable5. However, Commerce Secretary Howard Lutnick specified in a letter that "we reserve the right to reimpose licensing requirements if circumstances change or commitments are not fulfilled," attaching a caveat that regulations could resume at any time. Meanwhile, Anthropic also unveiled 'Claude Science,' an AI dedicated to scientists specialized in three-dimensional (3D) protein structure analysis and new drug development, on the same day.

2. "AI Megatrend Just Beginning...Invest in AI Bottlenecks Beyond Semiconductors"

- Key Summary: Lee Young-gon, head of the Toss Securities Research Center, forecast at Seoul Economic Daily's Money Trend 2026 that AI investment opportunities will spread beyond semiconductors to the entire ecosystem. He noted that attention has shifted from GPUs, the initial bottleneck, to high bandwidth memory (HBM) and application specific integrated circuits (ASIC), and diagnosed that going forward, the power, cooling, and network infrastructure supporting data centers will become the new bottleneck. He also stressed that investors should find investment opportunities in the US AI ecosystem, saying, "If Korean semiconductor companies benefit from the AI supply shortage, the US is a market that builds the AI ecosystem itself." He added that for new investments, a realistic approach is diversified investment in AI infrastructure and exchange-traded funds (ETFs) rather than concentrating on specific stocks.

3. Daum, Backed by Upstage, Begins 'AI Summary' Beta

- Key Summary: Upstage, which acquired Daum operator AXZ from Kakao, launched an AI summary beta service based on its own language model (LLM) 'Solar' and officially declared its transition to an AI portal. AI Summary provides key summaries along with supporting evidence when a keyword is entered in the search bar, and automatically updates when content changes. It will be applied first to six areas including issues, finance, entertainment, health, dictionary, and daily life, and there are also plans to launch an 'AI Mode' within the year that fully replaces integrated search with conversational AI. The strategy is to broaden its user base by applying its own AI model to the Daum platform, which has 10 million weekly users, joining the search AI competition alongside Google's AI Overview and Naver's AI Briefing in earnest.

4. From Movement to AI to Security...Must Prepare for Humanoid 'Safe Coexistence'

- Key Summary: The Ministry of Trade, Industry and Energy announced its implementation plan for a humanoid robot safety certification center project this past March, setting out to build a hub equipped with dynamic stability evaluation equipment, an AI model reliability evaluation system, and a communication security vulnerability verification framework. According to the Electronics and Telecommunications Research Institute (ETRI), one security AI technology detected 38 vulnerabilities even knowing only three robot product names, illustrating the urgent need to secure safety and security across all layers of Physical AI. Experts said certification frameworks should be established preemptively, taking as a lesson the precedent in which collaborative robots faced years of sluggish adoption in the mid-2010s after fence installation regulations were applied due to the absence of safety verification agencies. The government has set targets of commercializing humanoid robots specialized for 10 industries by 2028 and deploying 1,000 AI robots annually in the field.

5. CJ CheilJedang Dismantles Food-Bio System...Reorganizes Into 3 Profit-Focused Businesses

- Key Summary: CJ CheilJedang, after a net loss of 417 billion won last year, dismantled its existing two-track food and bio system and completely overhauled its business structure into three divisions: lifestyle food, technology materials, and core materials. The lifestyle food division will lead overseas growth with Global Strategic Products (GSP) such as dumplings, chicken, sauces, and kimchi centered on Bibigo, while the existing bio business was split into a technology materials division centered on high-value-added materials such as nucleic acids and eco-friendly plastic materials (PHA), and a core materials division based on raw materials such as amino acids, sugar, and flour. It placed executives with specialized expertise at the head of each division, and decided to decisively wind down marginal businesses with low growth and profitability. The company said, "We are preemptively changing our business structure amid continuing global economic slowdown and uncertainty."

6. 'AI Teller' Serves 80 Customers a Day...Shinhan Bank Saves 650 Billion Won Through Digital Transformation

- Key Summary: Shinhan Financial announced through its '2025 Sustainability Report' that it saved 652.3 billion won last year, up 15% from the previous year, through digital-based work process improvements including AI adoption. The AI bankers deployed at digital desks in more than 160 branches nationwide each served an average of 80 customers a day, and since this past March have been providing real-time AI interpretation and translation services in 10 languages for foreign customers. In addition, through the group's integrated platform 'Shinhan Super SOL,' it has bundled banking, card, securities, and insurance services into one, and presented plans to supply 95 trillion won in productive finance by 2030 and to establish a startup venture fund worth 250 billion won this year. Meanwhile, the startup incubation program Shinhan Future's Lab had nurtured a cumulative total of 521 companies as of last year.