On June 25, SK Telecom rose 5.17% in regular trading, trading at 33.51 USD/share, with turnover of approximately $11.21 million.

On the news front, SK Telecom announced it signed business agreements with steel manufacturer KG Steel and automotive parts manufacturer KONEX to deploy its proprietary AI foundation model AX K1 to the two companies' factory production lines. The three parties plan to commence field trials in the second half of the year, deploying a manufacturing-focused AI agent at KG Steel's cold rolling line at its Dangjin plant and in KONEX's casting and processing operations.

The agreement marks a substantive step in commercializing SK Telecom's AI capabilities beyond its core telecom business into industrial manufacturing scenarios. The stock had previously surged over 19% on June 2 driven by Anthropic's IPO filing, but subsequently retraced all gains as AI concept speculation cooled. Today's rebound is viewed as new fundamental support following the extended pullback, signaling a shift from investment-thesis-driven speculation toward tangible commercial monetization of the company's AI assets.

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