00:03삼성 just moved to open up its biggest bottleneck in memory chips
00:08a 22-year wait for a neighbor rights issue ended today with nvidia stepping in as a top three
00:15shareholder soul's courts delivered a guilty verdict in a case that touches the country's
00:20political leadership the government is dangling up to 10 years of income tax relief to pull young
00:26workers into regional small businesses and 1.78 million salaried workers with rental or dividend
00:33income are about to see their health insurance bills climb it's tuesday july 28th let's get into
00:40one of korea's top economic stories today samsung electronics has been racing to keep pace with
00:46surging demand for on-device ai chips which has strained its d-ram production lines naver meanwhile
00:52hasn't tapped shareholders for new capital in 22 years making today's move a signal of how much
00:58the company wants to invest in ai infrastructure both stories arrive alongside a separate court ruling
01:05and a tax policy shift that together shape how investors read risk in the korean market this week
01:11here's what the numbers show samsung electronics is expanding its hwasong fab to raise d-ram production
01:18capacity by 15 the expansion targets bottlenecks in cutting edge d-ram lines with output increases
01:25expected as on-device ai demand accelerates naver is raising 1.5 trillion won about 1.08 billion dollars
01:34through its first rights issue in 22 years funneling the capital into ai infrastructure investment
01:41nvidia is taking a stake through the offering large enough to become naver's third largest shareholder
01:46a regional income tax break for young workers at small and mid-sized companies rises to a maximum
01:53of 10 years in population declining areas up from seven years elsewhere outside the capital region
01:59about 1.78 million salaried workers who also earn rental or dividend income face a health insurance
02:07premium increase the premium change follows a planned cut in the income deduction threshold
02:12narrowing who qualifies for lower assessments a seoul court found former president yoon guilty on
02:19all charges in the first instance election law trial so what does this mean for anyone following korea's
02:25economy today earlier we set a 22-year wait for a naver rights issue ended today with nvidia stepping in
02:33here's what that actually means for you global investors now have a direct read on how much conviction
02:39nvidia has in korea's ai build out not just in chips but in platform infrastructure for anyone tracking
02:46memory chip supply sms hwasong expansion is an early signal of how tight the ai driven dram market has
02:54become and the court ruling adds a layer of political uncertainty that foreign investors will likely weigh
03:00alongside the economic headlines this week what to watch nvidia's exact stake size and any follow-on
03:08disclosures from neighbors rights issue in the coming days samsung's hwasong output ramp-up timeline
03:14and its effect on global dram pricing any appeal filed in the election law case and its potential market
03:20impact that's today's ai prism front page daily this episode was produced with ai assistance based on
03:29seoul economic daily reporting and reviewed by a human editor ai prism is a juan ifra award-winning
03:35marketing series we'll be back tomorrow
