00:02korea steel industry just did something it hasn't done in 14 months it grew exports jumped 58 percent
00:13year-on-year the driver isn't construction or autos it's a.i. the same demand reshaping
00:21semiconductors is now reshaping heavy industry steel chips and power gear are moving on one
00:29signal it's monday july 13th let's take a look at a key development in korea's industry sector
00:36a.i. data centers need enormous volumes of specialized steel and power equipment korean
00:44mills spent over a year absorbing weak demand and chinese oversupply orders tied to the a.i. build
00:52out are now turning that around here's what the numbers show korean steel exports rose 58 percent
00:59year-on-year the first monthly gain in 14 months samsung's yongin fab will begin operating in
01:072029 producing up to 1 million wafers a month the yongin cluster carries roughly 300 trillion won
01:15about 200 billion dollars in total investment hybrid sales jumped 152.4 percent in the first
01:23half while ev sales rose 113 percent eco-friendly models made up nearly half of all new car registrations
01:32this year samsung set a target to lead global ai in brain research and medical devices by 2030 so what
01:41does this mean for supply chain analysts earlier we said the force reshaping semiconductors is now
01:48reshaping heavy industry here's what that means ai infrastructure demand is pulling korean steel
01:55chips and power equipment into one upcycle tightening supply across all three treat korea's mills and fabs
02:04as early indicators of where ai build out costs head next that's today's ai prism industry daily
02:11this episode was produced with ai assistance based on seoul economic daily reporting and reviewed by a human
02:19editor ai prism is a juan ifra award-winning series we'll be back tomorrow
댓글