Smart Glasses Display Equipment Data Instantly via AI

■AI PRISM [Startup News] FSC to Focus on Fintech Growth in AI and Youth Startups Indie K-Fashion Brands Hit Record Sales in China and Japan Silicon2 Acquires Middle East K-Food Brand

News|
|
By Kang Do-won
||
null - Seoul Economic Daily Technology 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]

■ Financial AX Development Accelerates: The Financial Services Commission (FSC) has designated AI transformation (AX) and youth startups as focus areas for fintech development, launching comprehensive support including GPU infrastructure assistance and overseas regulatory consulting. The FSC is also pushing forward with tokenized securities institutionalization, stablecoin regulatory framework, and phased improvements to data regulations.

■ Indie K-Fashion's Global Sprint: Small and mid-sized K-fashion brands including Emis, Thisisneverthat, Ader Error, and Rockfish Weatherwear posted record-high sales last year despite a domestic slowdown, driven by direct entry into China and Japan and global fandom. K-pop celebrity effects and flagship store strategies are leading the overseas expansion.

■ SaaSPocalypse and AI Infrastructure Beneficiaries: Anthropic's Claude 'Mythos' topped 17 of 18 benchmarks, sparking fears that existing SaaS companies will be replaced, with the stock market reacting immediately through security shares. Rather than value disappearing, it is shifting to infrastructure, with AI infrastructure companies such as Amazon, Nvidia, and Microsoft expected to benefit.

[News of Interest to Startup Founders]

1. "Fintech Is Key to Financial AX…We Will Improve Data Regulations"

- Key Summary: FSC Chairman Lee Eok-won said at the 'Fintech, A Place of Connection' event held at FrontOne in Mapo-gu, Seoul on the 29th, "Financial AI Transformation (AX) is a task that cannot be postponed, and fintech must be at its center." The FSC plans to designate AX, regional, and youth startups as focus development areas, granting additional points in the review process and allocating separate support budgets. Support for GPU (graphics processing unit) infrastructure needed for AI service development, new workforce training programs, and local regulatory response consulting for companies expanding overseas will also be pursued. "We have laid the foundation for tokenized securities institutionalization and will continue to pursue stablecoin-related regulatory reforms," Chairman Lee added. "We will also improve data utilization regulations in phases."

2. "Wear Glasses, Look at Product Number, Information Appears"…Deepfine Updates Solution

- Key Summary: Spatial computing company Deepfine has added a 'Vision Assist' feature to 'DAO,' its smart glasses-based industrial AI transformation solution. When workers wearing smart glasses view equipment tag numbers or QR codes, vision AI automatically recognizes them and immediately displays the equipment's information and history on screen, while manual, blueprint, and inspection history searches are possible through voice commands alone. The feature is currently being used in final-stage work at a major Korean shipbuilder and is expected to expand to various industrial sites including shipbuilding, heavy industry, manufacturing, and construction. "We will continuously develop our service by reflecting the demands of actual industrial sites," Deepfine CEO Kim Hyun-bae said.

3. Rediscovery of Small-Scale Handicrafts…Captivating Global Consumers with K-Pop and K-Food

- Key Summary: Handicraft distribution platform idus has partnered with Ottogi to launch Jin Ramen merchandise targeting 45 countries including the United States, Japan, and Canada, expanding its overseas business revenue. This collaboration resulted from aligned interests between Ottogi, which sought global marketing, and idus, which aimed to expand overseas sales, with the Jin Ramen advertising model effect of BTS member Jin analyzed as driving overseas demand. Currently, over 80% of total global merchandise sales come from Japan, and the transaction volume of participating Korean artists has increased fourfold on average compared to before launch. idus is also pursuing marketing content production using Japanese SNS influencers and customized promotional support through country-specific purchase data analysis.

[Reference News for Startup Founders]

4. Indie K-Fashion Captures China and Japan…Dons 'Record Performance'

- Key Summary: Small and mid-sized K-fashion brands including Emis, JK&D, Fivespace, and AU Brands achieved record-high performance last year despite domestic slowdown, based on direct entry into China and Japan and global fandom. Emis surpassed 100 billion won in sales in 2025, entering the '100 Billion Club' for the first time since its founding, while AU Brands grew Rockfish Weatherwear by 34.6% year-on-year and listed on KOSDAQ. Meanwhile, Fivespace, which operates Ader Error, runs four stores in Japan alone thanks to the effect of global celebrities such as BTS, Blackpink, and Justin Bieber wearing the brand, and opened a second store in Beijing, China this year. With some brands posting foreign sales ratios exceeding 80% at flagship stores in major commercial districts such as Seongsu and Hannam, K-fashion's overseas growth is expected to continue for the time being.

5. Beyond K-Beauty to K-Food…Silicon2 (257720) Acquires Middle East Restaurant Brand '88 Seoul'

- Key Summary: K-beauty distributor Silicon2 completed the acquisition of '88 Seoul,' the Middle East's first delivery-focused K-food brand, this month, transitioning beyond beauty to become a global platform encompassing K-style as a whole. 88 Seoul is a restaurant brand selling Korean food such as chicken and tteokbokki in the Middle East, and Silicon2 plans to enhance brand awareness through building a nationwide delivery network and operating flagship stores at major large shopping malls. Based on its Dubai logistics center, the company is also preemptively securing more than three months of inventory, responding stably to Middle East political instability. "Through thorough risk management and preemptive investment, we will further solidify our position in the Middle East market," a Silicon2 official said.

6. Claude Mythos Shock, the Core Is AI Infrastructure

- Key Summary: Anthropic's Claude 'Mythos' topped 17 of 18 major benchmarks, triggering concerns about a so-called 'SaaSPocalypse,' in which AI would replace existing SaaS companies. In particular, when Mythos independently detected thousands of zero-day vulnerabilities across various operating systems, Tenable fell approximately 11%, with the shock spreading to security stocks such as CrowdStrike and Zscaler and enterprise software broadly. Meanwhile, Anthropic has signed a contract worth approximately $50 billion (70 trillion won) with 'FluidStack' and is building its own data centers in Texas and New York, with value shifting from SaaS converging on AI infrastructure. Accordingly, AI infrastructure companies are expected to benefit, including Amazon, which is deeply linked to Anthropic; Google, which is growing TPU (tensor processing unit)-based inference revenue; Nvidia, which supplies GPUs; and Microsoft, which is expanding cloud compute contracts.

▶Read Article: Record Performance Yet Sidelined in Bull Market…Bank Stocks

▶Read Article: EV Charging Fees: Fast Charging Up, Slow Charging Down

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

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

00:0005:54

AI KEY

Sector HeatmapCap-weighted · 1D change

Korea Chaebol Tree

Preview
Families Behind the GroupsKFTC May 2026 · DART filings

An English-first interactive map of Samsung, SK, Hyundai, LG and Lotte — built for foreign investors, correspondents and analysts. Korea translates companies into English. We translate the families behind them.