B2B AI Penetration Still Early, KIW 2026 Panel Pushes Back on Stock Overheating Fears

At Korea Investment Week (KIW) 2026 on May 14, Samsung Securities senior analysts Jong-wook Lee, Eun-young Lim, Joong-han Kim and Dong-hwan Oh discussed the global AI rally, market overheating concerns and possible leaders after semiconductors. They said demand for generative AI is changing structurally and that it is not the time to worry about stock-market overheating. Kim said first-quarter big-tech earnings showed double-digit revenue growth at hyperscalers such as Google. While B2C drove AI growth last year, he said this year marks a phase in which B2B AI agent businesses are being reflected. Oh said AI usage remains largely personal, leaving B2B penetration in an early stage, and that SI and IT firms such as Samsung SDS and LG CNS could gain AX opportunities. Source: hankyung.com