00:02you're listening to ai prism from seoul economic daily three numbers before the open
00:09samsung just overtook sk hynix in dram market share the wand snapped back to 1432 after touching
00:18a two-week low intraday foreign investors dumped 260 million dollars in cosby stocks yesterday
00:26and nine global hyperscalers are about to spend 90 more on ai data centers this year one of these
00:35numbers is about to move your semiconductor positions today it's wednesday august 5th here's
00:41what today's story could mean for the korean market samsung electronics and sk hynix are still riding
00:49the same memory chip super cycle but the mix of commodity dram versus high bandwidth memory is
00:56now splitting their fortunes meanwhile the korean won swung nearly 13 won intraday as falling oil
01:04prices and heavy foreign stock selling pulled in opposite directions globally hyperscalers are
01:11pouring record capital into ai infrastructure but their earnings are diverging sharply between winners
01:18and laggards here's what the numbers show samsung's dram revenue share hit 39 percent in the second
01:26quarter up six percentage points taking the top spot from sk hynix which fell to 26 percent micron closed
01:35the gap to 25 percent while china's cxmt grew revenue 716 percent year on year to reach a seven percent
01:45share sk hynix and samsung unveiled competing next generation storage tech this week sk hynix's hbf
01:54standard with sandisk and samsung's z nand its first update since 2018 the wan closed at 1432.5 up 2
02:07.7
02:07won after foreign investors sold 260 million dollars of cosby shares yesterday nine major cloud providers
02:16will lift 2026 capital spending roughly 90 percent to 886.7 billion dollars with next year's total projected
02:26near 1.3 trillion dollars microsoft beat estimates with 90 billion dollars in quarterly revenue and azure sales
02:36topping 100 billion dollars for the first time while meta and alphabet both posted sliding free cash flow
02:44so what does this mean for traders positioning in korean semiconductors today earlier we said samsung
02:51just overtook sk hynix in dram market share here's what that actually means for you the shift reflects
02:59commodity dram pricing outrunning hbm a dynamic that could reverse once hbm four volumes ramp in the
03:08second half with foreign selling pressuring the wan and hyperscaler spending still accelerating
03:14semiconductor sentiment and currency moves are likely to stay tightly linked through the rest of this quarter
03:20three things to watch hbm four volume ramp commentary from both companies later this
03:28year the july monetary policy committee minutes flagging foreign flows as a key driver behind the
03:35wan's strength and whether sk hynix's adr proceeds keep supporting wan stability as its share of listed equity
03:43grows that's today's ai prism stock investors this episode was produced with ai assistance based on
03:52seoul economic daily reporting and reviewed by a human editor ai prism is a juan ifra award-winning
04:00series we'll be back tomorrow you've been listening to ai prism from seoul economic daily
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