Korea's hidden AI race is made of glass

LG Innotek CEO Moon Hyuk-soo recently offered a neat summary of Korea’s next AI hardware bet.

Glass substrates, he said, have largely finished development.

But “a few homework problems” remain before anyone can mass-produce them.

Solutions to those problems are now worth billions of dollars.

Korea’s most surprising AI trade this year was not a chip.

It was the firms that make the surrounding parts.

Shares of Samsung Electro-Mechanics and LG Innotek have multiplied in 2026, as shortages in high-e ...