00:02You're listening to AI Prism from Seoul Economic Daily.
00:30And Kupong just posted its biggest operating loss since its IPO, nearly 1.2 trillion won in the first half
00:38alone.
00:40Here's what's moving Korean tech and its global supply chain today.
00:44It's Thursday, August 6th. Here's what today's story could mean for the Korean market.
00:49Global chipmakers are recalibrating around one question, whether AI-driven memory demand can keep outpacing supply through the rest of
00:59this decade.
01:00Samsung and SK Hynix are racing to defend Korea's dominant position as Micron, Intel, and Chinese rivals push competing memory
01:09architectures.
01:11Meanwhile, Kupong's earnings and Big Tech's ballooning off-balance sheet debt are testing how much investors are willing to pay
01:18for AI-fueled growth.
01:20Here's what the numbers show.
01:23AMD posted second-quarter data center revenue of $6.72 billion, more than double the year-ago figure,
01:30and guided third-quarter sales to $13 billion, above the street's estimate of $12.52 billion.
01:38SpaceX reported $7.8 billion in second-quarter revenue, up 92% year-on-year, driven largely by Starlink,
01:48which grew subscribers to $12 million and posted $4.29 billion in revenue, up 66%.
01:56SpaceX's capital spending surged six-fold to $18.4 billion, with $15.8 billion of that funneled into AI infrastructure,
02:06and the stock fell more than 7% in after-hours trading on investor concern over the pace of spending.
02:14Kupong Inc. posted an $835 billion operating loss in the second quarter,
02:20its largest since its 2021 IPO, on revenue of $13.3 trillion, up 11.1% year-on-year.
02:30A $624.6 billion privacy fine and roughly $350 billion in expected warehouse fire costs are set to weigh on
02:40results into the third quarter.
02:43Samsung's new ZHBM memory architecture promises up to eight times the performance and three times the power efficiency of next
02:52year's HBM5,
02:53positioning the company as NVIDIA's HBM market share is projected to slip from 66% to 58% this year.
03:02So what does this mean for traders watching Korean chip stocks today?
03:07Earlier, we said Kupong just posted its biggest loss since its IPO.
03:12Here's what that actually means for you.
03:14The company's own CFO says the loss comes from one-time charges, the privacy fine and the warehouse fire,
03:22not a structural shift in its core commerce business.
03:25For memory-linked names, the bigger signal is Musk's supply-demand math and Samsung's ZHBM roadmap,
03:34both pointing toward continued pricing power for Korean chip makers through the rest of this cycle.
03:40Samsung's LPDDR5XPIM technical deep dive at hot chips scheduled for September 23rd.
03:48Kupong's third-quarter results expected to show the full warehouse fire cost hit.
03:54AMD's Q3 earnings call for confirmation of its $13 billion revenue guidance.
04:01That's today's AI Prism Stock Investors.
04:04This episode was produced with AI assistance based on Seoul Economic Daily reporting
04:10and reviewed by a human editor.
04:12AI Prism is a Juan Ifra award-winning series.
04:16We'll be back tomorrow.
04:17You've been listening to AI Prism from Seoul Economic Daily.
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