SK Telecom to spin off AIDC unit, raise 3.08 trillion won

  • SK Telecom will separate data center and submarine cable operations into new entity SK Horizon through a spin-off from SK Broadband.
  • SK Telecom will raise 3.08 trillion won, about $2.2 billion, through a 1.88 trillion-won stake sale and a planned 1.2 trillion-won share issue.
  • The transaction takes effect on February 1, 2027, with SK Telecom retaining 51% of SK Horizon and the data center unit targeting capacity growth from 137MW to 318MW.

SK Telecom, South Korea's largest mobile operator, is separating data center and submarine cable operations from wholly owned SK Broadband into a new entity, SK Horizon, as SK Group reallocates capital after streamlining 110 consolidated subsidiaries. SK Telecom will sell a 37% stake in SK Horizon to KKR and a consortium of IMM Investment and Stonebridge Capital for 1.88 trillion Korean won, or approximately $1.4 billion, and plans a sequential 1.2 trillion-won, or about $875 million, share issue. The transaction is expected to secure 3.08 trillion won, or about $2.2 billion, for expansion and take effect on February 1, 2027, with SK Telecom retaining 51%, KKR 29% and the IMM consortium 20%.

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