메트로人 머니 산업 IT·과학 정치&정책 생활경제 사회 에듀&JOB 기획연재 오피니언 라이프 CEO와칭 플러스
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트럼프, 하마스에 경고 "15일까지 인질 모두 석방 안 하면 휴전 취소"

도널드 트럼프 미국 대통령이 하마스를 상대로 15일까지 가자지구에 억류 중인 인질을 모두 석방하지 않으면 휴전을 취소하겠다고 압박했다. 트럼프 대통령은 10일(현지시간) 취재진에 "이스라엘 결정이지만, 인질들이 토요일(15일) 정오까지 모두 돌아오지 않으면 (휴전을) 취소할 적절한 시기라고 생각한다"고 말했다. 이어 "두세 명씩 야금야금 돌아오는 게 아닌 전원 석방되지 않는다면 지옥이 열릴 것"이라며 "난 그들(하마스)이 그렇게 하지 않을 것이라고 생각한다"고 강조했다. 하마스는 이날 이스라엘이 휴전 협정에 따른 의무를 이행하지 않았다며 15일 예정된 6차 인질 석방을 연기하겠다고 밝혔다. 하마스는 이스라엘 군대가 인도적 지원을 방해하고 집으로 돌아가는 피란민에게 발포하고 있다고 주장하며 배상도 요구했다. 이스라엘은 긴급 안보 회의를 열어 대응책을 논의 중이다. 트럼프 대통령은 미국이 가자지구를 점령해 개발한 후 팔레스타인 주민에게 거주할 권리를 주지 않겠다는 방침도 재확인했다. 그는 "팔레스타인인들은 갈 수 있는 곳을 찾을 수만 있다면 가자지구를 떠나고 싶어 한다"며 "이전까진 대안이 없었지만 이제 대안이 생겼다"고 말했다.

2025-02-11 10:28:41 원승일 기자
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트럼프, 철강·알루미늄 이어 반도체·자동차도 관세 검토

도널드 트럼프 미국 대통령이 10일(현지시간) "자동차, 반도체, 의약품 관세도 검토 중"이라고 밝혔다. 트럼프 대통령은 이날 오후 백악관 집무실에서 미국에 수입되는 철강과 알루미늄 제품에 25%의 관세를 부과하는 내용이 담긴 포고문에 서명한 뒤 이 같이 밝혔다. 그는 관세 부과 조치에 "예외나 면제가 없다"며 반도체, 자동차 등으로 관세 부과 품목을 늘려나갈 계획임을 시사했다. 트럼프 대통령이 중국에 대해 지난 4일부터 10%의 추가 관세를 적용한 데 이어 국가를 가리지 않는 보편 관세 성격의 관세를 일부 품목에 도입하면서 트럼프발 관세 전쟁이 본격화하고 있다는 관측이 나온다. 이번 조처는 주요 대미 철강 수출국 중 하나인 한국에도 영향을 미칠 것으로 예상된다. 당시 우리나라는 미국과 협상을 통해 철강 관세를 면제받는 대신 수출 물량을 제한하는 쿼터제를 수용했다. 현재 한국은 대미 철강 수출에서 '263만t 무관세'를 적용받고 있지만 앞으로 25%의 관세가 적용될 가능성이 크다. 더구나, 트럼프 대통령이 자동차, 반도체 등의 관세도 검토 중인 것으로 알려져 한국의 대미 주요 수출품인 자동차와 반도체에도 타격이 불가피해졌다.

2025-02-11 09:42:10 원승일 기자
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Naver and Kakao Break Their Commitment to Proprietary AI and Shift to a 'Two-Track' System

Naver and Kakao have revised their business strategies to move from using only their own artificial intelligence (AI) technologies to incorporating third-party large language models (LLM). This shift is seen as an effort to accelerate the enhancement of their businesses or services by integrating externally advanced LLMs. According to industry sources on the 10th, both Naver and Kakao have decided to modify their previous strategy of relying solely on their own LLMs. Instead, they announced that they will adopt a two-track approach, utilizing multiple LLMs as needed. Until now, Naver had developed its own LLM, "HyperCLOVA X," while Kakao had developed "Kanana." However, among these changes, Naver announced its revised AI strategy during its 4th-quarter earnings conference call on the 7th, drawing attention to CEO Choi Soo-yeon’s participation in the "AI Action Summit." The summit, which gathers leaders from global AI companies, offers an opportunity for discussions on AI business matters with relevant stakeholders. In the recent conference call, CEO Choi Soo-yeon stated, "We have kept the possibility open for collaboration with various external LLMs, including those from global big tech companies." She added, "Although there have been no cases of using third-party LLMs in service offerings yet, we are relatively flexible and are considering the introduction of external LLMs." She further added, "While competitors are expanding AI capabilities indefinitely, HyperCLOVA X aims to efficiently build model capabilities and speed optimized for Naver services." Based on CEO Choi’s statement, the IT industry suggests two possible directions. One is that HyperCLOVA X will be utilized for the integration of Naver services, while external LLMs will be used to enhance internal services. The other possibility is that Naver could separate the use of LLMs for areas that require a closed model, such as B2B business, and areas that need to adapt quickly to changes, such as B2C business. On the 4th, Kakao held a press conference with Sam Altman, CEO of OpenAI, and announced plans to integrate OpenAI’s ChatGPT into its own LLM, "Kanana." Kakao CEO Jeong Shin-a explained the partnership in a keynote presentation, stating, "By collaborating with OpenAI, a company with global technological competitiveness, we aim to provide innovative customer experiences and lead the popularization of AI services." Kakao has decided to utilize OpenAI’s latest AI technology APIs for its major services, including KakaoTalk and Kanana. Furthermore, in order to accelerate its transition to becoming an "AI native company," Kakao has also decided to introduce ChatGPT Enterprise. Kanana is an AI agent service that not only provides contextual responses in one-on-one conversations but also understands and engages in group chats, helping users build and strengthen relationships. Kakao plans to further enhance this with OpenAI's technology to offer users the highest level of AI experience. Kakao had already set up an "AI orchestration" strategy to use external LLMs and has been preparing for its implementation. In the second half of last year, Kakao formed a separate AI orchestration team to develop a strategy for leveraging global big tech LLMs. Kakao's AI orchestration strategy is seen as a way to complement its relatively lagging AI capabilities. Last year, Kakao decided to abandon its self-developed LLM "KoGPT," which had been delayed for release, and instead declared a complete restart of its AI efforts. CEO Jeong Shin-a also stated, "We are now in a game where the focus has shifted from the competition between language models to providing meaningful services that users can actually use. Kakao is currently considering AI solutions that can be integrated into our services." There are concerns from some quarters regarding Naver and Kakao’s two-track strategy of utilizing external LLMs. An industry insider noted, "The concept of 'sovereign AI,' which refers to AI sovereignty, is gaining attention." They added, "I hope that the two-track strategy of relying on external LLMs does not lead to neglecting the development of their own LLMs." ChatGPT를 사용하여 번역한 기사입니다.

2025-02-11 09:18:32 메트로신문 기자
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Samsung and LG Clash in the U.S. HVAC Market: Residential Outdoor Units vs. Industrial Chillers

South Korea's leading home appliance companies, Samsung Electronics and LG Electronics, are accelerating their efforts to target the North American heating, ventilation, and air conditioning (HVAC) market. Samsung Electronics is aiming at the residential market with its outdoor unit for the unitary (central air conditioning) system, while LG Electronics is focusing on the industrial sector through its "chillers." Samsung and LG will participate in the AHR Expo, the largest HVAC exhibition in North America, which will be held in Orlando, Florida, from February 10-12 (local time). The AHR Expo is an event hosted by the American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE), where over 1,800 global companies will showcase the latest products and technologies. Samsung Electronics will showcase its high-efficiency hybrid inverter outdoor unit, the "Hyrex R454B," at the event. This is a solution aimed at targeting the North American residential unitary market. Unitary systems are a North American-specific air conditioning method used in homes or small to medium-sized buildings, where cool air is distributed through ducts for cooling. With the Hyrex outdoor unit, Samsung Electronics presents a differentiated solution that is highly compatible with indoor units and easy to install. The Hyrex outdoor unit can use existing refrigerant piping and wiring during replacement, and it allows for connections with pipes of various sizes, increasing installation convenience and reducing costs. Samsung Electronics has set up a 350㎡ (approximately 100-pyeong) booth. The company will showcase a range of residential and commercial HVAC solutions, including the following: ▲ high-efficiency hybrid inverter outdoor unit "Hyrex (Hylex) R454B," ▲ residential heat pump "EHS," and ▲ high-efficiency system air conditioner R32 "DVM" lineup. The residential heat pump EHS is a solution for underfloor heating and domestic hot water. By using air heat and electricity to generate hot water, it is more efficient and produces less carbon compared to boilers that use fossil fuels. The commercial DVM large-capacity system air conditioner has been designed with environmental considerations in mind, utilizing R32 refrigerant, which has about 32% of the Global Warming Potential (GWP) of the conventional R410A refrigerant. Choi Hang-seok, Executive Director of Samsung Electronics' DA Business Division, stated, "We will actively target the global HVAC market, including the North American market." At this exhibition, LG Electronics is targeting the high-efficiency HVAC market with its "chiller" products. Recently, chillers have gained significant attention due to the growing demand for heat management in large buildings, including AI data centers, driven by the investment in AI infrastructure by big tech companies. Chillers circulate cold water through heat exchangers to supply cool air. They are primarily installed in large buildings or industrial facilities such as factories. In its year-end personnel changes last year, LG Electronics established a new ES Business Division with the goal of becoming a global top-tier integrated HVAC company. The company has set up a 646㎡ (approximately 195-pyeong) space to offer customized HVAC solutions, from industrial to residential applications. This year, the space has been expanded by 73㎡ compared to last year, reaching a total of 646㎡. LG Electronics introduced a "no-oil inverter turbo chiller" that does not use lubricating oil on the motor shaft. By applying magnetic bearing technology, the motor shaft of the high-speed compressor is levitated and supported by electromagnetic force, reducing friction loss and improving energy efficiency. In addition to the chiller, LG also presented its heating lineup. The "inverter heat pump" lineup is designed to cater to various climates across the U.S. Considering the prevalence of large single-family homes in North America, the system offers residential heating and cooling solutions in a unitary format that uses ducts, meeting the diverse needs of local customers. The "Residential Cold Climate Heat Pump," which won the "2025 AHR Innovation Award" in the Sustainability Solutions category, maintains stable heating performance even at -35°C. Lee Jae-sung, Head of LG Electronics' ES Business Division (Vice President), stated, "We will accelerate our B2B business with various space- and climate-customized heating and cooling solutions, including chillers, which are gaining attention as heat management solutions for AI data centers." He added, "We will expand our influence in the global HVAC market." ChatGPT를 사용하여 번역한 기사입니다.

2025-02-11 09:13:20 메트로신문 기자
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Amid China's low-cost offensive, South Korea's steel industry, already struggling, is on edge following Trump's tariff announcement.

President Donald Trump has announced plans to impose a 25% tariff on all steel and aluminum imported into the United States, causing both the steel industry and the government to work on countermeasures. The industry, already struggling due to China's aggressive pricing and weak demand, is now facing even greater challenges. If the "tariff bomb" is implemented, the industry is expected to experience a triple blow, worsening profitability. According to the industry on the 10th, President Trump is gradually expanding the "trade war" that started with China to the rest of the world. On the 9th, President Trump stated, "Any steel entering the U.S. will be subject to a 25% tariff." He also announced that aluminum will be subjected to the same tariff rate. The tariffs on steel and aluminum were mentioned by President Trump when he signed an executive order at the White House on January 31st. At that time, he announced that tariffs on steel and aluminum would be imposed within months, along with those on semiconductors and pharmaceuticals, but the timing has been moved up sooner than expected. If President Trump signs the executive order imposing a 25% tariff on steel and aluminum products as previously stated, it is expected that the Korean steel industry will inevitably face a blow. The U.S. steel market reaches 100 million tons annually, with domestic production at 80 million tons. Imports exceed 20 million tons, with Korean steel accounting for about 2.6 million tons. During his first term, President Trump applied Section 232 of the Trade Expansion Act to impose a 25% tariff on steel products and a 10% tariff on aluminum products, citing national security reasons. At that time, South Korea negotiated with the U.S. and, in exchange for exemption from the steel tariffs, agreed to a quota system that limits export volumes. Currently, the steel industry is closely monitoring the U.S. administration's announcement of specific executive orders. With the ongoing challenges from China's low-cost competition, the addition of U.S. tariffs could potentially worsen the situation even further. The industry has been considering local production as a way to minimize risks, but it is expected that it will take considerable time before this becomes a reality. Hyundai Steel is reviewing the construction of a steel mill in the U.S. to produce automotive steel plates and other products. During its earnings conference call last month, Hyundai Steel stated, "We are actively considering establishing a steel mill in the U.S." and added, "We will make it public once a decision on investment is made." POSCO continues to focus on investments in future businesses, such as the development of hydrogen reduction steelmaking (HyREX) technology. POSCO Group also mentioned in a conference call earlier this month regarding entry into the U.S. market, saying, "The investment costs are high and the situation is volatile," but added, "We are carefully reviewing various options." The government is closely monitoring the U.S. move to impose tariffs on steel and aluminum. An emergency inspection meeting was held at the Seoul Steel Association at 3:30 PM, with Deputy Trade Minister Park Jong-won presiding, and attended by officials from the Steel Association and key export companies. Deputy Minister Park emphasized, "The government is mobilizing all available networks, including our embassy in the U.S., to gather specific information." He added, "We will closely coordinate with the industry to actively respond and minimize the impact on our companies." The industry has reached a consensus to share the information gathered so far through both the association and individual export companies, and to respond closely as one team, with both the public and private sectors working together. A steel industry official stated, "Since there is a quota system in place, it is difficult to predict what decision will be made regarding South Korea." He added, "We are preparing various scenarios for each company while waiting for the precise executive order from the Trump administration." He further commented, "If tariffs are imposed, some quantities will go to U.S. steel companies, but even if U.S. steel companies adjust their plant utilization rates, the amount they can absorb will be limited." ChatGPT를 사용하여 번역한 기사입니다.

2025-02-11 09:09:01 메트로신문 기자
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트럼프 "이번주 우크라 종전 논의…관세 등 러시아 압박"

마이크 왈츠 미국 백악관 국가안보보좌관이 러시아·우크라이나 종전 관련 트럼프 대통령과 볼로디미르 젤렌스키 우크라이나 대통령이 이번 주 미국 워싱턴DC에서 회담 가능성이 있다고 밝혔다. 시기는 알려지지 않았지만 블라디미르 푸틴 러시아 대통령과 회담도 추진 중이라고 했다. 이어, 트럼프 대통령이 이 전쟁을 끝낼 것이라며 러시아에 세금, 관세 등 제재도 시사했다. 왈츠 보좌관은 9일(현지시간) NBC뉴스 인터뷰에서 트럼프 행정부가 이번 주 우크라이나 전쟁 종식 방안에 대해 논의할 것이라고 밝혔다. 트럼프 대통령은 모든 당사자를 협상에 참여시키기 위해 행동할 준비가 돼 있다고 강조했다. 왈츠 보좌관은 "이것은 양측을 협상 테이블에 앉히는 것을 의미한다. 그(트럼프)가 말한 것은 러시아 경제가 좋지 않다는 것"이라며 "그는 세금, 관세, 제재를 부과할 준비가 돼 있다"고 전했다. 이어 "우리는 모든 측을 협상 테이블로 끌어들여 이 전쟁을 끝내야 한다. 시진핑 중국 국가주석, 나렌드라 모디 인도 총리, 중동 전역 지도자들과 대화에서 이 문제가 제기됐다"며 "모두가 트럼프 대통령이 이 전쟁을 끝낼 수 있도록 도울 준비가 돼 있다. 모든 측이 협상 테이블로 나오도록 하자"고 제안했다. 트럼프 대통령은 지난 7일 뉴욕포스트 인터뷰에서 푸틴 대통령과 통화하고 우크라이나 전쟁 종식을 위한 협상을 시도했다고 밝혔다. 크렘린궁은 아직까지 특별한 입장 없이 확인도, 부인도 하지 않고 있다. JD 밴스 미국 부통령은 14~16일 독일에서 열리는 뮌헨안보회의에서 젤렌스키 대통령과 회동할 예정이다.

2025-02-10 13:55:53 원승일 기자