00:02you're listening to AI prism from Seoul economic daily for supply chain signals hit this week that
00:09changed the math on your Korea sourcing plans power grid equipment now takes up to four years
00:15to deliver and HBM for memory prices are set to double next year Samsung is pulling its young and
00:23fab timeline forward by two years and LG Electronics just entered the AI server rack business
00:30here's what each one means for your capital planning it's Monday July 13th let's look at
00:36a business story shaping corporate Korea AI data center construction in the US is straining aging
00:43power grids and semiconductor supply chains at the same time utilities and memory makers are
00:49responding by locking in multi-year contracts and pulling capacity plans forward Korean chip makers
00:55and equipment suppliers sit at the center of both bottlenecks here's what the numbers show lead
01:01times for large power transformers now reach four years up from one to two years just three years
01:08ago according to PWC's US infrastructure practice subsea high voltage cable makers Prismian Nexin's and
01:16NKT have booked orders through 2029 HBM for prices are projected to double from about two dollars per gigabit
01:25this year to four to five dollars next year industry sources told DigiTimes SK Hynix chairman Che Taewon said
01:33the company must now move 10 times faster on new technology bets to keep pace with AI driven demand Samsung
01:41moved its
01:42first Yongin fabs launched to 2029 two years ahead of the original 2031 target to secure AI chip capacity
01:50sooner Samsung committed 2030 trillion won about 1.35 trillion dollars to its PyeongTek and Yongin clusters plus
02:01400 trillion won about 267 billion dollars to two new Gwangju fabs LG Electronics built an AI server rack
02:11prototype for Nvidia's next generation Vera Rubin platform targeting mass production next year Brookfield
02:17raised its financing commitment to Bloom Energy's fuel cell power projects from five billion dollars to
02:2425 billion dollars a five-fold increase so what does this mean for corporate leaders exposed to Korea's
02:31supply chains earlier we said equipment and memory timelines are becoming your real constraint here's
02:38what that means for capital planning grid gear alone now needs up to four years lead time Samsung's
02:45accelerated Yongin schedule and LG's entry into server racks show Korean suppliers racing to lock in AI
02:51infrastructure share before competitors close the gap boards budgeting for AI capacity beyond 2027
02:58should confirm equipment orders and memory contracts now before the next round of price increases that's
03:06today's AI prism CEOs this episode was produced with AI assistance based on Seoul economic daily reporting
03:14and reviewed by a human editor AI prism is a one ifra award-winning series we'll be back tomorrow
03:21you've been listening to AI prism from Seoul economic daily
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