LG Begins Group-Wide Business Reviews, to Discuss Nvidia and Microsoft Partnerships

What happened

LG will begin business review meetings across all its affiliates on Oct. 19, chaired by Chairman and CEO Koo Kwang-mo and attended by subsidiary CEOs and business division heads, to review the company's 2026 business performance and plans for 2027. The reviews will start with electronics affiliates including LG Electronics, LG Display and LG Innotek, followed by chemical and battery businesses such as LG Energy Solution and LG Chem, and telecommunications and services affiliates including LG Uplus and LG CNS, continuing for approximately one month. The meetings will address specific business partnerships with global technology companies including Nvidia and Microsoft, along with follow-up implementation plans. LG strengthened its cooperation with Nvidia in 2026 in AI factories, physical AI and mobility, and has agreed to expand its collaboration with Microsoft across AI infrastructure. LG has also selected key quarterly discussion topics throughout 2026: AX execution in March, Winning R&D in June and refining investment strategies in September; at the September CEO meeting, Koo urged executives to act with speed and persistent execution to win in AI's future battlegrounds. The initiative is part of LG's "One LG" strategy to consolidate group capabilities, aiming to maximize synergies and achieve results in critical future AI markets beyond short-term collaboration.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 10/19/2026 · View original source