Seoul Economic Daily EnglishCodex · 实盘不做把握 3/10
北京时间·🕒 发布 09:26:59时区推断·⟳ 抓取 09:54:38·⚡ 决策 07-28 09:55:16 +38s·91.3 天前
Kakao开源Kanana-2小语言模型,主打韩英双语与端侧运行
Kakao发布并开源4个Kanana-2小语言模型,方向上有助于其AI生态建设。
📄 原文Seoul Economic Daily English↗ 原文
Kakao Open-Sources 'Kanana-2' Models, Boosting Korean Processing 30%
Kakao has released the small language models (SLMs) of its in-house artificial intelligence (AI) model "Kanana" as open…
不做 Kakao(035720.KS)
公司开源小语言模型属于AI生态与产品宣传进展,未披露订单、预装入口、付费客户或收入增量,无法形成短周期正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 low · price-in 风险 medium ↗
关键理由
- Kakao发布并开源4个Kanana-2小语言模型,方向上有助于其AI生态建设。
- 事件未披露订单、付费客户、收入分成或商业化转化路径,短期难量化到公司收入和利润。
- 开源模型发布更接近产品与生态宣传,对Kakao主业市值重定价的直接传导不足。
主要风险
- 若后续出现大客户采用、端侧预装或明确商业化收费安排,需按新催化重新评估。
- 当前仅凭模型性能与开源许可无法判断短线资金是否愿意持续定价。
原文全文
展开原文 · 3,044 字
Kakao has released the small language models (SLMs) of its in-house artificial intelligence (AI) model "Kanana" as open source, marking its full-fledged entry into building an AI ecosystem.
Kakao (035720) said on the 28th that it had open-sourced four SLMs on the global AI platform Hugging Face that can run on devices such as smartphones. The models released are the "Kanana-2" small language model series, comprising four in total: Kanana-2-1.3B-base, Kanana-2-1.3B-instruct, Kanana-2-3B-base, and Kanana-2-3B-instruct.
In the AI industry, the importance of small language models that can run directly on devices such as smartphones or personal PCs has recently come into focus. Global companies are seeking to gain an early lead in the lightweight AI ecosystem, promoting on-device AI as a key strategy or successively releasing lightweight open-source models. Amid this trend, Kakao has continuously researched small language models with performance levels applicable to actual services.
The models released this time are notable for delivering global-level performance in both Korean and English despite their small size. Compared with state-of-the-art (SOTA) open-source models of similar size, they recorded superior performance on most major benchmarks, including Korean, English, knowledge, math, and code. In particular, the open-sourced Kanana-2-1.3B-instruct, along with the smaller Kanana-2-0.9B-instruct developed alongside it, showed competitive performance against global models of the same class, such as Qwen and Gemma, in practical service capabilities including conversation, knowledge, code, math, instruction-following, and tool calling. In addition, Kakao (035720) applied its in-house Korean-specialized tokenizer to improve Korean processing efficiency by more than 30% compared with before.
Another advantage is that the models are optimized for on-device environments with limited memory and computing resources. To solve the problem of memory usage surging when processing long conversations, the models adopted a "sliding window attention" structure, which allows them to maintain stable performance while reducing memory use by up to 72.7% even in conversations of up to 32K (32,000 tokens, about 24,000 words) in length.
Kakao is distributing these models under the "Kanana Open License," which permits even commercial use. Anyone, including developers, startups, and research institutions, can use the technology without separate restrictions. Through this, the company expects to contribute to expanding the foundation for using high-performance Korean AI models domestically and to invigorating the development of new services.
Noh Byung-seok, performance leader of Kakao's Unified Foundation Model, said, "As we prepare for the era of agentic AI, we are keenly aware of the importance of both large-scale AI in the cloud and lightweight on-device AI." He added, "We hope these models will lead more developers and companies to develop new AI services, contributing to invigorating the domestic AI ecosystem."
Kakao (035720) said on the 28th that it had open-sourced four SLMs on the global AI platform Hugging Face that can run on devices such as smartphones. The models released are the "Kanana-2" small language model series, comprising four in total: Kanana-2-1.3B-base, Kanana-2-1.3B-instruct, Kanana-2-3B-base, and Kanana-2-3B-instruct.
In the AI industry, the importance of small language models that can run directly on devices such as smartphones or personal PCs has recently come into focus. Global companies are seeking to gain an early lead in the lightweight AI ecosystem, promoting on-device AI as a key strategy or successively releasing lightweight open-source models. Amid this trend, Kakao has continuously researched small language models with performance levels applicable to actual services.
The models released this time are notable for delivering global-level performance in both Korean and English despite their small size. Compared with state-of-the-art (SOTA) open-source models of similar size, they recorded superior performance on most major benchmarks, including Korean, English, knowledge, math, and code. In particular, the open-sourced Kanana-2-1.3B-instruct, along with the smaller Kanana-2-0.9B-instruct developed alongside it, showed competitive performance against global models of the same class, such as Qwen and Gemma, in practical service capabilities including conversation, knowledge, code, math, instruction-following, and tool calling. In addition, Kakao (035720) applied its in-house Korean-specialized tokenizer to improve Korean processing efficiency by more than 30% compared with before.
Another advantage is that the models are optimized for on-device environments with limited memory and computing resources. To solve the problem of memory usage surging when processing long conversations, the models adopted a "sliding window attention" structure, which allows them to maintain stable performance while reducing memory use by up to 72.7% even in conversations of up to 32K (32,000 tokens, about 24,000 words) in length.
Kakao is distributing these models under the "Kanana Open License," which permits even commercial use. Anyone, including developers, startups, and research institutions, can use the technology without separate restrictions. Through this, the company expects to contribute to expanding the foundation for using high-performance Korean AI models domestically and to invigorating the development of new services.
Noh Byung-seok, performance leader of Kakao's Unified Foundation Model, said, "As we prepare for the era of agentic AI, we are keenly aware of the importance of both large-scale AI in the cloud and lightweight on-device AI." He added, "We hope these models will lead more developers and companies to develop new AI services, contributing to invigorating the domestic AI ecosystem."
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