🚨 Alpha Signal: SK Telecom Co., Ltd. (017670.KS) 📈 Price Surge 10.1%
🚨 Alpha Bond Signal Alert
Bond Market Analysis
SK Telecom Co., Ltd. (017670.KS) +10.1% at 2026-06-02 09:31 JST from 2026-06-02 09:05 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-06-01 16:54 KST | SK Telecom shares climb over 11% intraday (and over 22% in after‑market trading) after Nvidia CEO Jensen Huang’s GTC Taipei keynote names SKT as a major partner in manufacturing and physical AI, showcasing its semiconductor‑fab digital twin with SK hynix and underscoring its strategy to become a full‑stack AI provider. (newsis.com) | SK텔레콤, 젠슨황 '피지컬 AI 협력사' 언급에 11%대↑ |
| 2026-06-01 15:32 KST | English‑language report explains that Nvidia’s GTC Taipei keynote introduced SK Telecom as a key partner in manufacturing and physical AI, detailing its use of Nvidia Omniverse to build a digital twin of SK hynix’s semiconductor fabs and quoting Nvidia executives praising SKT’s industrial physical‑AI and digital‑twin capabilities. (biz.chosun.com) | SK Telecom joins Nvidia as key physical AI partner in Taiwan GTC keynote |
| 2026-06-01 14:00 KST | Maeil Business notes SK Telecom is trading about 3.6% higher after KB Securities reiterates a Buy rating and 130,000‑won target in a report titled “Selection is a bonus, AI models are already working,” highlighting expected profit contribution from SK Broadband’s Ulsan and Guro AI data centers and SKT’s candidacy in the national K‑AI sovereign model project. (mk.co.kr) | SK텔레콤, `선정은 보너스, AI 모델은 이미 일하고 있다` 증권사 발표에 강세 |
| 2026-06-01 KST | Company press release announces that SK Telecom has applied digital twins to SK hynix semiconductor fabs using Nvidia Omniverse libraries, introducing agentic digital‑twin modeling for complex fabs and presenting the project as a flagship industrial physical‑AI collaboration aligned with SK hynix’s “Autonomous Fab 2030” roadmap. (news.sktelecom.com) | SK Telecom Advances Semiconductor Fab Digital Twins using NVIDIA Omniverse Libraries |
| 2026-05-22 09:39 KST | “Stock in focus” piece reports SK Telecom’s shares jumping and briefly hitting a record high after the Wall Street Journal projects that Anthropic—where SKT invested US$100 million—will achieve its first quarterly operating profit, fuelling expectations that the value of SKT’s Anthropic stake will be re‑rated. (m.finance.daum.net) | [[특징주] SK텔레콤, 앤트로픽 호실적 전망에 장 초반 강세](https://m.finance.daum.net/news/20260522093915089) |
| 2026-05-07 09:50 KST | Korea Economic Daily reports Q1 2026 results showing operating profit back above 500 billion won, AI data‑center revenue up 89.3% year‑on‑year and resumption of quarterly dividends at 830 won per share, emphasizing recovery in wireless subscribers and strengthening of AI data‑center and infrastructure businesses. (hankyung.com) | [SKT, 영업익 5000억대 회복…AI 데이터센터 사업 89% 성장 \[종합\]](https://www.hankyung.com/article/202605070621g) |
| 2026-05-07 KST | Official English Q1 2026 results release reports consolidated revenue of KRW 4.3923 trillion and operating income of KRW 537.6 billion, with AI data‑center revenue surging 89.3% YoY and a quarterly dividend of KRW 830 per share reinstated, framing the quarter as a clear turnaround and reaffirming SK Telecom’s full‑stack AI and AI‑infrastructure growth strategy. (sktelecom.com) | SK Telecom Announces Q1 2026 Results |
| 2026-04-15 15:02 KST | NewsPim highlights SK Telecom hitting a new 52‑week high and briefly touching 100,400 won as the market focuses on its role as a major pre‑IPO investor in AI chip startup Rebellions and on its AI full‑stack strategy that spans models, data infrastructure, semiconductors, data centers and services, with its market cap surpassing 20 trillion won post‑spin‑off. (newspim.com) | [[특징주] SK텔레콤, 52주 신고가 경신…리벨리온 투자·AI 풀스택 부각](https://www.newspim.com/news/view/20260415000938) |
| 2026-01-27 09:44 KST | Global Econo reports SK Telecom shares up about 8.6% intraday as investors bet on its potential selection as a government “independent AI foundation model” operator and on upside from Anthropic‑related gains, noting Hana Securities’ 45% target‑price hike to 80,000 won and characterizing the stock’s sharp re‑rating as AI‑theme driven. (g-enews.com) | [[특징주] SK텔레콤, '독자 AI 파운데이션 모델' 사업자 가능성 제기 '급등'](https://www.g-enews.com/article/Securities/2026/01/20260127092910900944093b5d4e_1) |
| 2026-01-20 08:49 KST | NewsPim’s “report briefing” covers a Yuanta Securities note titled “A re‑starting 2026, and Anthropic value,” maintaining a Buy rating and 71,000‑won target and arguing that the sharp increase in Anthropic’s estimated valuation and expectations for full earnings and dividend normalization in 2026 make SK Telecom undervalued and a top‑pick name within Korea’s telecom sector. (newspim.com) | [[리포트 브리핑]SK텔레콤, '재도약하는 26년, 그리고 앤트로픽 가치' 목표가 71,000원 - 유안타증권](https://www.newspim.com/news/view/20260120000155) |
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