00:02you're listening to ai prism from seoul economic daily washington's midterm math and korea's chip
00:09deals are colliding for investors this week sk hynix just edged closer to becoming keoxia's
00:17largest shareholder qualcomm's double-digit price hike is about to ripple through the memory and
00:23mobile supply chain and gasoline above four dollars a gallon is reshaping the u.s inflation
00:30story that moves fed expectations it's monday july 27th here's why global investors are paying
00:37attention to korea today bain capital has sold down most of its keoxia stake handing toshiba the top
00:46spot for now while sk hynix's investment vehicle moves into second place in washington forecasters
00:53give democrats a 60 percent shot at retaking the house just as the midterm campaign hits the 100
00:59day mark layer in qualcomm's warning to customers that chip prices are heading double digit higher
01:06from september and three separate stories are now pulling on the same global semiconductor chain
01:12investors track here's what the numbers show sk hynix's spc holds 14 percent of keoxia trailing
01:21toshiba's reduced 15.1 stake though hynix has not yet converted its convertible bonds into voting shares
01:29toshiba's own position has fallen from roughly 40 percent at ipo to 15.1 percent today and the company
01:37says more disposals are coming to fund shareholder returns decision desk hq's latest polling puts house
01:45seats at 225 for democrats against 210 for republicans seven above the majority line national average
01:54gasoline hit four dollars and eleven cents a gallon on july 25th back above the psychological four
02:01dollar threshold that shapes u.s consumer sentiment qualcomm told customers chip prices will rise more
02:08than 10 percent for shipments after september 1st saying it can no longer absorb ai driven component
02:15cost increases so what does this mean for global investors earlier we said sk hynix was closing in on
02:24becoming keoxia's largest shareholder here's what that actually means for you any formal ownership change
02:32still needs anti-trust clearance across multiple jurisdictions so this is a slow catalyst not an
02:38immediate one the sharper near-term signal is washington where a democratic house would shift trump's
02:45second half toward oversight and hearings rather than legislation adding a political risk premium to
02:52dollar and treasury positioning into november with gasoline and qualcomm's price hikes both pointing toward
02:59stickier u.s inflation rate cut timing and the juan's trading range against the dollar may need a rethink
03:07before year end that's today's ai prism global investors this episode was produced with ai assistance
03:15based on sole economic daily reporting and reviewed by a human editor ai prism is a juan ifra award-winning
03:24series we'll be back tomorrow you've been listening to ai prism from sole economic daily
