00:00Samsung, SK Hynix, those are the names that we're watching because as you can see right there on that chart,
00:04we have seen a huge lead up perhaps to the Computex tech event that we saw last week in Taiwan.
00:10And after that, a little bit of those highs.
00:13And you can see, of course, the Philadelphia Semiconductor Index, for example, in the U.S.,
00:17a run-up of more than 80 percent up until last week when it lost about 10 percent.
00:22So what we'll be watching in the Korean markets, of course,
00:25these big South Korean tech names like Samsung, SK Hynix, that account for roughly half of the KOSPI turnover,
00:31more than half of the index weight.
00:34We are going to also get the latest lines from NVIDIA's Jensen Huang's visit to South Korea as well.
00:40According to local media, we could see perhaps some more details when it comes to his meeting with SK Hynix,
00:48having just announced that multi-year partnership to advance next-generation memory.
00:53It comes after Huang said that the company's new Vera Central processing units will use SK Hynix chips
01:00with the two companies preparing to do more business in the coming year.
01:04Huang made the comments outside a restaurant in Hongdae.
01:08Of course, we've all been there for any parties that you might want to do in Seoul.
01:12He had dinner on Sunday with those tech executives.
01:16And also, prepare them for next year.
01:19So we are going to be very, very busy.
01:23So get ready for a very exciting new year.
01:26Hey!?!
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