South Korean Stocks Surge 155% on Robotics Boom: LG CLOiD Hits CES 2026, Boston Dynamics Begins Atlas Production

According to Korea Exchange data as of June 2, shares of Hyundai Motor, Hyundai Mobis, Kia, and LG Electronics rose an average of 155% this year amid investor bets on robotics and physical AI. LG Electronics climbed from 91,400 won (US$60) to 392,500 won (US$260) after announcing CLOiD, an AI home robot, will be publicly demonstrated at CES 2026.

Boston Dynamics, owned by Hyundai Motor Group, said production of its fully electric humanoid robot Atlas will begin immediately, with initial 2026 deployments committed to Hyundai's Robotics Metaplant Application Center and Google DeepMind. Hyundai Motor Group plans to deploy tens of thousands of Atlas robots in manufacturing facilities. Hyundai Mobis will supply actuators for Atlas, strengthening the group's robotics supply chain. According to Yonhap, sentiment also improved after Nvidia CEO Jensen Huang highlighted robotics as one of the company's biggest interests in South Korea.