Semiconductor Boom Draws Students to Electronics as Computer Science Era Fades

■AI PRISM [Campus News] Amid the Chip Boom, 57% of Open-Major Students Choose Electronics AI Robot Security Workforce: Market to Triple by 2035 Shinhan Financial Chairman Jin Ok-dong Calls for Stronger AI Capabilities

Finance|
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By Kang Do-won
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null - Seoul Economic Daily Finance News from South Korea

▲AI PRISM* Customized Economic Briefing

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

[Key Issue Briefing]

■ Shifting Landscape of Major Selection: Following semiconductor companies' announcements of investment plans worth hundreds of trillions of won, preference for departments of electrical and electronic engineering has surged sharply among open-major students. At Sungkyunkwan University, 57.1% of open-major students chose the Department of Electrical and Electronic Engineering as their first choice, a trend that contrasts with the clear dominance of computer science two years ago.

■ Robot Security Talent Shortage: While the United States and the European Union (EU) tighten AI robot security regulations, Korea's system for training convergence-type talent who simultaneously understand information security, robotics engineering, and AI remains at an early stage. The global robotics security market is projected to grow from $4.7 billion last year to $14.3 billion by 2035, and employment opportunities in the related field are rapidly opening up.

■ Accelerating AI Transformation in Finance: Shinhan Financial Group held its '2026 Second-Half Management Forum' for about 300 executives, declaring that strengthening the execution of AI transformation (AX) is a key group task. Chairman Jin Ok-dong urged leaders to take the lead in strengthening AI capabilities, saying, "If we don't change now, there is no future."

[News of Interest to College Students and Job Seekers]

1. Electronics Over Computer Science: The Chip Boom Changed Even Open Majors

- Key Summary: According to an analysis of 12 private universities in the Seoul metropolitan area by the Higher Education Research Institute, the department of electronic engineering ranked first in open-major preference at about half of the schools. At Sungkyunkwan University, 57.1% of open-major students chose the Department of Electrical and Electronic Engineering as their first choice, along with 52.8% at Kwangwoon University and 52.5% at Kyung Hee University's Global Campus, and a similar phenomenon appeared at eight flagship national universities. This contrasts with the same survey two years ago, which showed strong preference for computer science, centered on top-tier universities such as Korea University (33.3%) and Seoul National University's College of Engineering (72.1%). The large-scale investment plans of Samsung Electronics (005930.KS) and SK hynix (000660.KS), along with expectations of performance bonuses in the hundreds of millions of won, are accelerating the concentration, but the influx of students with a low understanding of basic engineering is also increasing difficulties in the classroom.

2. "In the AI Era, Opportunity for Regional Universities: Abandon 'Following Seoul National University' to Survive"

- Key Summary: As the Ministry of Education reorganized the existing Regional Innovation System & Education (RISE) into a 'Regional Growth Talent Development System (Anchor),' Kim Heon-young, chairman of the Central Anchor Committee, stressed that AI and cloud technology are opening opportunities to strengthen the competitiveness of regional universities. He predicted that combining region-specific data such as agriculture, tourism, marine, and aging with AI would enable differentiated research achievements surpassing metropolitan universities. His core argument is that the type of talent regional universities should cultivate must shift from developers of hyperscale AI models to convergence-type talent who apply AI to each industry to solve problems. "Students of all majors must acquire AI literacy, and project-based education linked to regional industries must be expanded," Kim said. "Collaboration ability will become a key criterion for evaluating talent in the future."

3. America Dreaming of Mars, Korea Counting Bonuses

- Key Summary: A Silicon Valley correspondent contrasted images of American children dreaming of becoming astronauts, seen in footage of the Apollo Project at the U.S. Kennedy Space Center, with Korean youth choosing their majors with the goal of Samsung Electronics and SK hynix ("Samjeonix") bonuses. With the Artemis 2 launch in 2026 and the listing of SpaceX, the United States is marking a monumental year and leading the space industry under concrete visions of lunar and Mars development and AI data center construction. In contrast, Korea is seeing an intensifying trend of prioritizing employability above all else, with surging competition for semiconductor contract-based departments and Seoul National University engineering students repeating college entrance exams. As the government pursues the construction of a southwestern semiconductor cluster and the establishment of semiconductor contract-based departments at regional national universities, some point out that a vision for what applied industries to grow with semiconductors must come first.

[Reference News for College Students and Job Seekers]

4. U.S. and EU Strengthen Robot Security, but Korea Has Neither Workforce Nor Measures

- Key Summary: The government and companies have unveiled plans to invest more than 1,000 trillion won in AI data center construction by 2035 and to commercialize humanoid robots across 10 major industries, but a strategy to secure the security workforce to operate them safely has not followed. Robotics security is an emerging field requiring capabilities in analyzing complex threats, including robot operating systems (ROS and ROS2), industrial control systems (OT), AI model attacks, sensor disruption, and network intrusion. The EU is mandating security from the design stage for digital products beginning this September through the Cyber Resilience Act (CRA), and the United States is also pursuing the 'Cyber Trust Mark,' an IoT product security certification system, as global security standards rapidly rise. The global robotics security market is projected to grow from $4.7 billion (about 6.3 trillion won) last year to $14.3 billion (about 19.3 trillion won) in 2035, and the security industry expects competition to secure related talent to unfold not only domestically but also with overseas companies.

5. Naver AI Search Cuts Hallucinations by 30 Percentage Points and Reduces Costs to One-Third

- Key Summary: Naver unveiled a next-generation AI search service by applying three core technologies—a product-native LLM (large language model), harness engineering, and multimodal technology—to its conversational AI search 'AI Tab.' The product-native LLM is a lightweight model optimized for search services based on Naver's own model HyperCLOVA X, and it reduced hallucination, a chronic problem of generative AI, by 30 percentage points compared to before, through 'clarity reinforcement learning' that asks back about unclear questions. In addition, it adopted a 'division-of-labor SLM' structure combining role-specialized small language models (SLM), lowering equipment operating costs to as low as one-third of the previous level and improving response speed by more than twofold. Along with this, Naver newly introduced 'MuCo,' an image-search-based multimodal LLM, building a multimodal dataset of 35 million and recording performance surpassing competing models in major benchmarks.

6. Shinhan Financial Chairman Jin Ok-dong: "No Future Without Change Now, Must Strengthen AI Capabilities"

- Key Summary: Shinhan Financial Group held its '2026 Second-Half Management Forum,' attended by about 300 executives, at Shinhan Bank's Blue Campus in Yongin, Gyeonggi Province, on the 3rd and 4th of this month. The forum was conducted in a way that raised awareness of the crisis of the AI transition period, beginning with a video assuming 'a situation in which Shinhan Financial has disappeared from the market in 2030,' and an AI agent took on the role of a 'red team,' analyzing discussions in real time throughout the forum and presenting counterarguments and supplementary opinions. Chairman Jin Ok-dong presented 'no boundaries' as a key keyword, saying, "As generative AI becomes widespread, the information gap between ranks narrows, so we need leaders who understand context by crossing various boundaries." Meanwhile, the group reviewed the status of AX (AI transformation) execution through presentations of AI agent cases by each subsidiary, and also arranged an occasion for executives to experience AI solutions firsthand.

▶Go to article: Will Samsung Electronics Top 100 Trillion Won in Operating Profit? On the Verge of Becoming the World's No. 1 Company

▶Go to article: 24-Hour FX Trading Touted, but Half-Baked Concerns Remain: First Boost the Won's Appeal

null - Seoul Economic Daily Finance News from South Korea
null - Seoul Economic Daily Finance News from South Korea
null - Seoul Economic Daily Finance News from South Korea
null - Seoul Economic Daily Finance News from South Korea
null - Seoul Economic Daily Finance News from South Korea
null - Seoul Economic Daily Finance News from South Korea

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Original reporting by Kang Do-won for Seoul Economic Daily.

AI-translated from Korean. Quotes from foreign sources are based on Korean-language reports and may not reflect exact original wording.

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