SK스퀘어, 1분기 영업익 사상 최대…'하이닉스 지분법이익 영향'

SK Square's record-breaking Q1 earnings demonstrate how Korean conglomerates are capitalizing on the AI semiconductor boom through holdings like SK Hynix, whose strong performance directly boosted the company's equity earnings. The improving valuation metrics—NAV discount narrowing to 46.6% and ROE reaching 55.1%—validate a disciplined value-up strategy combining portfolio optimization with strategic capital returns. This pivot toward AI and semiconductor investments signals how Korean tech holding companies are successfully repositioning to capture structural growth in AI-driven markets.