🔥 LG CNS: Could Quantum Collaboration Lead to Solving Customer Problems? - 2026.10.28

Well, well, here comes Yangpa~! Quantum computing is the hottest topic in LG CNS today. The stock moved too, so let’s break down both the numbers and the talk 🔥

Quantum computing: This time, the collaboration is taking shape

LG CNS says it will team up with U.S. quantum computing company D-Wave Quantum (Nasdaq: QBTS) to develop quantum computing-based industrial optimization technology ^[1]. The announcement came at the 'Qubits Asia' conference held in Seoul on the 28th ^[1]. This sounds like the kind of technology that gives you a headache just hearing the name, right? Put simply, it’s a tool for tackling problems with many variables and intertwined constraints, such as production planning or logistics routing. CEO Hyun Shin-kyun also said the company intends to use quantum computing to solve exactly these kinds of problems ^[2].

The order the CEO emphasized is interesting

CEO Hyun Shin-kyun said business opportunities should be identified before rushing into the technology ^[3]. In other words, the value of the technology should be assessed based on what problems it solves ^[3]. His conversation with D-Wave’s CEO also centered on the idea that, ultimately, companies’ problems need to be solved ^[4]. I haven’t spent 30 years in the market for nothing. When you hear this kind of comment, it’s a signal that the focus is shifting from “showing off technology” to “customer problems.” Exactly, exactly! That said, these are management’s words, so whether they translate into actual orders or revenue is something we still need to verify separately.

A credibility badge and digital asset news

There’s also news that the company has obtained ISO 37301, the international standard for compliance management ^[6]. As AI adoption expands compliance areas such as new regulations and data and privacy protection, the certification was presented as an opportunity to strengthen global credibility ^[6]. On top of that, LG CNS is set to work with Chainlink on digital asset solutions and technical standards for domestic institutions. Chainlink said in a press release that it will provide cross-chain, data, and orchestration infrastructure for LG CNS’s digital asset platform solution ^[5]. New technology stories are unfolding on several fronts.

Let’s start by identifying the source of the third-quarter outlook

ZDN Korea’s 'Yumi’s Pick' looked at whether Samsung SDS, LG CNS, and Hyundai AutoEver will all see improved third-quarter results ^[7]. This is an outlook presented in an article, not a plan confirmed by the companies. Let’s take it only as an indication that AI and cloud growth were highlighted as areas to watch ^[7].

Stock numbers and the questions that remain

The October 28 closing price was ₩79,000, up +5.19% from the previous day, with trading volume at 1,147,243 📈 Looking at the recent trend, the closing price rose day by day from the 26th to the 27th and then the 28th. Still, a stock price reaction doesn’t mean earnings will automatically follow. Yangpa believes the bullish scenario is clear if quantum collaboration leads to solving real customer problems. There are three key variables: how quickly the collaboration turns into projects for real industrial customers, the results of the business development CEO Hyun Shin-kyun emphasized, and whether the third-quarter outlook is borne out in actual figures. I’m curious where you’ll put the most weight in your assessment. 🚀

📰 Reference News (7)

1

LG CNS and D-Wave Partner on Quantum Computing-Based Industrial Optimization

네이버뉴스 · 2026.10.28

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2

LG CNS CEO Hyun Shin-kyun: “Quantum Computing Will Solve Customers’ Toughest Problems”

네이버뉴스 · 2026.10.28

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3

LG CNS CEO Hyun Shin-kyun: “Prioritize Business Development Before Adopting Quantum Computing; Assess Its Value in Solving Problems” - TechWorld

테크월드 · 2026.10.28

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6

LG CNS Obtains ‘ISO 37301’ International Compliance Management Standard, Boosting Global Credibility

네이버뉴스 · 2026.10.27

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7

[Yumi’s Pick] Will Samsung SDS, LG CNS, and Hyundai AutoEver All Post Better Third-Quarter Results? AI and Cloud Growth in Focus - ZDNET Korea

지디넷코리아 · 2026.10.28

📰 View original