Nvidia Sets 13th Straight Record Quarter as Memory Squeeze Extends to 2028

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

1. Nvidia Sets 13th Straight Record Quarter as Memory Bottleneck Runs Through 2028

Key Summary: Nvidia's second-quarter revenue for fiscal 2027 reached $96.2 billion and operating profit $63.7 billion, up 106% and 124% from a year earlier, marking a 13th consecutive record quarter. The data center segment for AI chips drove the total with $89 billion in revenue, and the customer base has diversified beyond hyperscalers to sovereign AI and neocloud buyers. Nvidia's component supply commitments more than doubled to $279 billion from $119 billion in a single quarter, prolonging the shortage of high-bandwidth memory, and operating profit at Samsung Electronics and SK hynix is forecast to jump 804% and 464% respectively this year from a year earlier. For job seekers targeting semiconductor and memory roles, the prospect of a supplier's market lasting at least through 2028 is a positive signal for the medium- to long-term employment environment.

2. AWS, Anthropic Bring In-Region Claude to Seoul, Targeting Financial AX

Key Summary: AWS and Anthropic announced they will support the latest Claude Opus model on an in-region basis, running it only in data centers within the Seoul region, a move that will speed up AI transformation at domestic financial firms. In-region service confines AI computation and data processing to a single jurisdiction, satisfying rules that restrict financial firms from sending personal data offshore and sharply expanding the range of usable data. Anthropic Korea is also localizing Claude for Financial Services, which offers market analysis, financial data integration and investment decision support, for the domestic financial environment. With inquiries pouring in from financial firms daily, job seekers with skills in AI, data and security face hiring opportunities opening simultaneously at both financial companies and Big Tech.

3. SK Ecoplant Absorbs Subsidiary, Concentrating Firepower for AI Data Center Orders

Key Summary: SK Ecoplant will merge SK Eco Engineering, a subsidiary specializing in plant engineering, on Dec. 1 to bring its semiconductor fab and AI data center construction capabilities under a single organization. The merger dovetails with SK Group's AI full-stack strategy and is designed to lift both order competitiveness and profitability by managing every stage from planning to completion in one place. SK Eco Engineering has carried out numerous advanced industrial plant projects in combined-cycle power, batteries and biotechnology, and the merger will combine its design capabilities with project management and construction execution. With investment demand for semiconductor and AI infrastructure rising steeply, job seekers aiming for construction and engineering roles are expected to see more chances to work on large related projects.

4. LG Innotek to Supply Robotaxi Camera Modules to Amazon's Zoox

Key Summary: LG Innotek said it will supply 5-megapixel automotive camera modules to Zoox, Amazon's self-driving unit. Zoox built the world's first production facility dedicated to robotaxis last year and commercialized a driverless ride-hailing service in Las Vegas, and LG Innotek has cooperated on technology since the early development stage. The camera modules meet core autonomous driving sensor requirements including 360-degree detection and performance in harsh weather conditions, and LG Innotek is also pursuing a contract to supply camera modules for Tesla's robotaxi. As the parts market for autonomous driving and physical AI enters commercialization, hiring demand is expected to expand in earnest for roles in optical design, automotive sensors and mobility components.

5. China to Cultivate 1,000 Emerging-Industry Model Firms With Focus on Robots, 6G

Key Summary: China has put AI Plus Manufacturing, which fuses artificial intelligence with manufacturing, at the forefront from the outset of its 15th Five-Year Plan for 2026-2030, formalizing a plan to cultivate 1,000 emerging-industry model companies and 100 model complexes by 2035. The strategy designates integrated circuits, smart robots and biopharmaceuticals as emerging industries and quantum technology, physical AI and 6G as future growth engines, pursuing technological self-reliance and manufacturing upgrades in parallel. Despite U.S. technology restrictions, China leads global markets in electric vehicles and shipbuilding and is now accelerating efforts to close gaps in core areas such as semiconductors and new materials. As competition for global technological supremacy intensifies, job seekers preparing for careers in robotics, 6G and AI infrastructure need to factor shifts in demand for technical talent at home and abroad into their medium- to long-term career planning.

6. Gwanak-gu to Cover Up to 100,000 Won in Test Fees for Young Job Seekers

Key Summary: Seoul's Gwanak-gu will accept applications from Sept. 1 to 10 to reimburse fees for language tests, national technical qualification exams, state-certified private qualification exams and the Korean History Proficiency Test for unemployed residents aged 19 to 39, up to 100,000 won once a year on an actual-cost basis. Support is available regardless of whether the applicant passed, and exams already taken this year qualify retroactively. Those who have already received test fee support through programs such as the Seoul city youth allowance, or the same support from another local government, are excluded. Job seekers living in Gwanak-gu who are preparing for certifications should be careful not to miss the September application window on the district website.