Samsung, Celltrion Bet Big on $12.7 Billion Keytruda SC Market

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

1. Two Years Until Keytruda Patent Expiry… Samsung Bioepis Targets '47 Trillion Won Market' with Proprietary Technology

- Key Summary: Samsung Bioepis has secured subcutaneous injection (SC) formulation technology in-house, expanding the global biosimilar competition into "formulation conversion." Merck's (MSD) Keytruda, which recorded $31.7 billion in revenue last year, is the world's top anticancer drug, and the SC formulation market alone amounts to $12.7 billion by simple calculation. Earlier, Celltrion also internalized PH20-based technology and has begun developing Herceptin SC and Darzalex SC biosimilars. Market research firm Mordor Intelligence forecast that the global SC biopharmaceutical market will grow from $286.3 billion this year to $498.9 billion in 2031.

2. Riding the Waves of Volatility, the Investor's Survival Equation

- Key Summary: There are concerns that single-stock leveraged exchange-traded funds (ETFs), listed in May this year, are structurally intensifying market volatility. The combined KOSPI market capitalization share of Samsung Electronics and SK hynix (000660) exceeds 50 percent, meaning that even investing in the benchmark index is effectively determined by the performance of these two stocks. As a result, investors must choose between a "head-on approach" that directly responds to volatility and a "wait-and-see" strategy that lowers risk. Both strategies were presented as options that vary depending on risk appetite, investment horizon, and the purpose of the funds.

3. LG-GS 'AI Robot' Alliance… Xi Apartments Get Smarter

- Key Summary: LG Electronics and GS Engineering & Construction signed a "Memorandum of Understanding for the Joint Development of Next-Generation AI Homes" and agreed to apply AI home and robot technology to the Xi apartment brand. LG Electronics' AI home platform "ThinQ On" links home appliances and Internet of Things (IoT) devices to automatically control ventilation, lighting, and heating, while also supporting elevator calls and parking location checks. Earlier, in April, the two companies signed a memorandum of understanding to build a future-oriented residential robot service model and established robot-friendly apartment design standards. Through this collaboration, LG Electronics has set a goal of securing a total of 4 million to 5 million households as customers, including 320,000 units in newly built apartments.

4. Finding and Optimizing LLM Vulnerabilities… Naver Proves 'AI Competitiveness'

- Key Summary: Team Naver's red-teaming research on detecting large language model (LLM) vulnerabilities was selected as a spotlight paper at the world-class machine learning conference "ICML 2026." Spotlight status is granted to only about 2.2 percent of all accepted papers, and Team Naver had a total of six papers accepted, including this research. "Stable GFlowNet," presented by Team Naver, is a technology that verifies attack vulnerabilities before an LLM is deployed in a service, and it was evaluated as having structurally resolved problems of learning instability and repetition of similar patterns. In addition, the model merging technique "Simerge" and the multi-agent collaboration technology "FlowBot" were also unveiled.

5. Samsung Electronics Adopts 'Gemini Enterprise'… "Utilizing Conversational Collaboration Space"

- Key Summary: Samsung Electronics has adopted Google Cloud's enterprise AI service "Gemini Enterprise," providing it to employees in its Device eXperience (DX) division worldwide. Google Cloud explained that this case is the largest-ever adoption of Gemini Enterprise agentic AI in the Korean market. Gemini Enterprise functions as a centralized gateway connecting scattered internal systems, and Samsung Electronics plans to introduce customized multi-step AI agents that autonomously manage complex workflows. Google Cloud plans to support not only development personnel but also non-development personnel in building AI agents through a no-code method.

6. JNTC Joins Hands with Japan's Toppan for TGV Glass Substrate Commercialization

- Key Summary: Advanced materials company JNTC has signed a commercialization agreement with Japanese semiconductor packaging company Toppan, leveraging its world-first through-glass via (TGV) glass substrate technology. The company earlier succeeded in developing high-difficulty TGV glass substrates spanning glass thicknesses from 0.3mmT to 2.0mmT, and its recently developed 2.0mmT new product has secured a mass-production yield of around 94 percent. It explained that it has completed vertical integration of the entire pre-production process just two years after officially entering the semiconductor glass substrate new business in 2024. Cho Nam-hyuk, CEO of JNTC, said the company is carrying out projects with global semiconductor companies aimed at mass production in 2027.