Telecom Stocks Surge: Nvidia, Nokia Investment Spark Rally; Lightron and Acetech in the Spotlight
Telecom Stocks Surge: Nvidia, Nokia Investment Spark Rally; Lightron and Acetech in the Spotlight
October 29, 2025 – Shares of telecom equipment companies like Lightron and Acetech are experiencing a broad rally on the Korean stock market. This surge is attributed to Nvidia's significant investment in Nokia and the announcement of a partnership for next-generation communication technologies. Lightron and Acetech, in particular, have drawn considerable investor attention, leading the market gains from the start of trading.
As of 10:40 AM KST, Lightron's stock price has jumped 29.97% to ₩889 compared to the previous trading day. Acetech also shows strong performance, up 29.91% to ₩2845. This synchronized rise in telecom stocks is seen as a reflection of positive sentiment towards the potential benefits Nvidia and Nokia's collaboration could bring to the domestic telecom equipment sector. Investors are focusing on expectations that Nvidia's investment will enhance Nokia's technological competitiveness, which, in turn, could lead to increased orders for Korean telecom equipment manufacturers.
Nvidia has committed to investing $1 billion (approximately ₩1.4 trillion) in Nokia. This investment is not just about financial support; it's primarily aimed at strengthening technological cooperation between the two companies. Nvidia and Nokia have entered into a strategic partnership to jointly develop next-generation 6G cellular technology, aiming to take the lead in the future communications technology market. Specifically, Nokia will adapt its 5G and 6G software to run on Nvidia chips and collaborate on the development of networking technology for artificial intelligence (AI). This collaboration is expected to accelerate the convergence of communication and AI technologies and contribute to the creation of new business models.
Nvidia's investment in Nokia has also positively impacted the New York Stock Exchange. Nokia's stock price surged by 20.86% following the Nvidia investment announcement, reflecting investors' high expectations. This can be interpreted as Nvidia's investment decision being based on a high evaluation of Nokia's future growth potential. Furthermore, it is projected that this investment will improve investor sentiment in the global telecom equipment market and drive stock price increases for related companies. Korean companies, in particular, are actively participating in 5G and 6G technology development, and it is expected that the collaboration between Nvidia and Nokia could provide new opportunities for domestic telecom equipment manufacturers.
Meanwhile, RFHIC is also contributing to the bullish trend in telecom equipment stocks, trading at ₩34,050 as of 10:22 AM KST on October 29, 2025, up 21.82% (₩6,100) from the previous trading day. The South Korean government is promoting 6G technology development as a national priority and plans to expand support for related companies. These government support policies and the Nvidia-Nokia collaboration are expected to strengthen the growth engine of the domestic telecom equipment industry and inject new vitality into the South Korean economy. President Lee Jae-myung has stated that he will actively support efforts to ensure South Korea leads the future communication market through securing 6G technology competitiveness.
