00:02You're listening to AI Prism from Seoul Economic Daily.
00:06It's Tuesday, July 28th.
00:08Let's look at a business story shaping corporate Korea.
00:12A Chinese memory maker just went public
00:16and became the most valuable company on mainland China's exchange in a single day.
00:22Naver just executed its first share issuance in 22 years,
00:27handing NVIDIA a stake bigger than its own board chairmen's.
00:32Samsung is repurposing a 20-year-old clean room to fix a bottleneck in chip production.
00:38Nearly 4 in 10 employees are using AI tools your company never approved.
00:45China's CXMT priced its IPO to fund an aggressive expansion into standard DRAM,
00:53a market Samsung dominates.
00:56Naver, meanwhile, is racing to lock in GPU supply and AI infrastructure capital
01:03through deals with NVIDIA and Brookfield.
01:05Both moves reflect how capital access has become as important as technology in the AI race.
01:13Here's what the numbers show.
01:16CXMT shares surged 465.82% on debut, closing at 49 yuan and pushing its market cap to 3.28
01:28trillion yuan,
01:30overtaking Industrial and Commercial Bank of China as the most valuable company on the mainland exchange.
01:36The company raised as much as 66.61 billion yuan, or roughly 14.44 trillion yuan, to fund new production
01:48lines.
01:50Goldman Sachs projects CXMT could double its production capacity by 2030,
01:56potentially overtaking Micron in the standard DRAM segment.
02:01Naver issued a $1 billion third-party share placement to NVIDIA,
02:07its first such issuance since 2004.
02:11NVIDIA now holds a 4.5% stake in Naver,
02:15surpassing board chairman Li-Hai Jin's roughly 3.9% holding.
02:22Naver separately signed a $9 billion infrastructure procurement deal with Brookfield,
02:29its largest external funding deal ever.
02:33Samsung's legacy DDR4 chip prices rose more than 80% in the first half of the year,
02:40with DDR5 module prices up 190%.
02:45Samsung is consolidating scattered back-end production lines
02:50into its 20-year-old Hwasong H1 cleanroom
02:54to speed up shipment of standard DRAM chips.
02:58So what does this mean for corporate Korea?
03:01Earlier, we said a Chinese rival just became mainland China's most valuable listed company.
03:09Here's what that actually means for you.
03:11If your supply chain depends on Korean memory suppliers,
03:16a well-funded Chinese competitor is now racing to close the technology gap within years, not decades.
03:25Naver's NVIDIA deal shows that securing GPU access now
03:30often means giving up equity,
03:32a trade-off boards should expect to see more of.
03:35The rise in shadow AI use,
03:39nearly 40% of employees using unapproved tools,
03:44means data governance policy is now a board-level risk,
03:48not just an IT issue.
03:51What to watch
03:53Samsung's earnings call on July 30th for signals on memory pricing strategy.
03:59SK Hynix earnings on July 29th given its full exposure to memory market swings.
04:08CXMT's progress toward HBM3 production,
04:12targeted for later this year.
04:14That's today's AI Prism CEO.
04:18This episode was produced with AI Assistants based on Seoul Economic Daily reporting
04:25and reviewed by a human editor.
04:28AI Prism is a Juan Ifra award-winning series.
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