B2B AI Penetration Still Early, Samsung Securities Analysts Say Market Overheating Fears Are Premature

At Korea Investment Week (KIW) 2026, held on May 14 at the Shilla Hotel in Jangchung-dong, Seoul, four veteran analysts from Samsung Securities met investors to discuss the global artificial intelligence rally and concerns over stock market overheating. Senior research fellows Jong-wook Lee for semiconductors and IT, Eun-young Lim for mobility, Joong-han Kim for big tech and consumer goods, and Dong-hwan Oh for internet and gaming said demand for generative AI is changing structurally. They assessed that AI penetration in the B2B market is still at an early stage and said first-quarter big tech earnings this year supported that view. As attention grows over the next leaders after semiconductors and the durability of the AI rally, they said it is not time to worry about market overheating, according to hankyung.com.