Naver Cloud Explores OpenClaw-Based AI Agent Development with B2B Focus

*Editor's Note: 'AI PRISM' (Personalized Report & Insight Summarizing Media) is an AI-powered customized news recommendation and summarization service developed with support from the Korea Press Foundation. It selects and delivers six tailored news stories for each reader type.

1. Action-Taking AI Is Coming… Will Naver Expand the Playing Field with 'OpenClaw Agent'?

- Key Summary: Naver Cloud is reviewing the development of AI agents using the open-source AI agent platform 'OpenClaw.' OpenClaw is a technology that enables AI to autonomously perform tasks requiring external tools, such as sending emails and writing code. Global big tech companies including Baidu, Tencent, and Microsoft have adopted it in succession. However, security vulnerabilities remain a challenge, including tasks performed without user authorization and leaks of sensitive information. Nvidia and Baidu have released their own security-enhanced versions. As AI agent technology spreads rapidly, demand for talent in security, development, and operations is expected to grow accordingly.

2. Samsung Electronics Places Massive EUV Order… "First P5 Cleanroom to Be Completed Next Year"

- Key Summary: Samsung Electronics has ordered approximately 70 lithography machines from ASML, including about 20 EUV lithography units, with the EUV order alone valued at more than 10 trillion won ($7.2 billion). The equipment will be used to boost production capacity for the 1c-nanometer DRAM process, directly expanding HBM4 output. Samsung began mass-producing HBM4 — a world first — in February this year and has been supplying it to Nvidia. The chips are set to be installed in Rubin GPUs launching in the second half. With the P5 cleanroom scheduled for completion in the first half of next year, Samsung is expected to solidify its dominant position in the memory semiconductor market.

3. Expanding 20s-30s Participation in Fiscal Policy… Budget Office Recruits Advisers and Interns

- Key Summary: The Ministry of Planning and Budget is launching a youth participation program totaling approximately 60 people, including one youth adviser, about 20 members of a 20s-30s youth advisory panel, and 40 youth interns. The key role — the youth adviser — is a fixed-term government official who directly conveys young people's voices to the agency head and sits in on major meetings. Applications open on the 20th. Interns will receive diverse programs including policy report analysis, AI training, and expert lectures. The initiative is seen as opening practical work experience opportunities for job seekers exploring careers in fiscal policy.

4. Heads of Korea's Big Four Conglomerates Head to India and Vietnam

- Key Summary: The chairmen of Korea's four largest conglomerates — Samsung, SK, Hyundai Motor (005380.KS), and LG (003550.KS) — will visit India and Vietnam later this month to discuss investment expansion and global supply chain strengthening. Samsung Electronics operates six manufacturing plants and an R&D center in Vietnam and is pursuing the construction of a 'Samsung Innovation Campus.' SK Group is expanding its energy infrastructure business. India has emerged as a strategic hub amid the U.S.-China tariff war, with Samsung Electronics and LG Electronics (066570.KS) already operating local factories. As market offensives in Southeast and South Asia accelerate, demand for talent in local business operations and global supply chain management is growing.

5. Korean Transformers Hit Another 'Jackpot' Riding the Megacycle

- Key Summary: Buoyed by the AI data center boom, LS Power Solution, a subsidiary of LS Electric, has signed a 106 billion won contract to supply ultra-high-voltage transformers to a U.S. big tech data center. Iljin Electric has also signed a 120 billion won contract to supply ultra-high-voltage transformers to a Canadian data center, with its heavy electric equipment order backlog reaching approximately 1.5 trillion won ($1.1 billion). The North American data center power infrastructure market is expected to grow at an average annual rate of 16% to reach 56 trillion won ($40.5 billion) by 2035. Demand for technical talent in power equipment and transmission/distribution is expected to expand alongside the spread of AI infrastructure.

6. Annual 100 Trillion Won Rise in National Debt May Become the 'New Normal'… Debt-to-GDP Ratio Could Exceed 60% in Four Years

- Key Summary: Korea's national debt rose approximately 11% year-on-year to 1,304.5 trillion won ($943 billion) by the end of 2025, far outpacing the growth rates of the U.S. (6.3%) and Japan (1.9%). The IMF projects Korea's debt-to-GDP ratio will exceed 60% by 2030. Welfare spending is structurally expanding due to aging and low birth rates, while the tax revenue base faces constraints. The three major international credit rating agencies maintain Korea's credit rating at 'stable' but cite the pace of debt accumulation as a key risk. Analysts warn that deteriorating fiscal health could affect public sector hiring and youth support budgets over the long term.