00:02KOREA'S INDUSTRIAL SUPPLY CHAIN MOVED ON THREE FRONTS TODAY
00:06SAMSUNG SDI LOCKED IN THE LARGEST SHARE OF A $703 MILLION ESS CONTRACT
00:14DB HITECH'S POWER SEMICONDUCTOR UNIT POSTED A 43% PROFIT JUMP
00:20AND IS ABOUT TO RAISE PRICES
00:21AND HD HYUNDAE DEEPENED A SHIPBUILDING TIE-UP
00:25WITH AMERICA'S LARGEST DEFENSE CONTRACTOR
00:29IT'S THURSDAY, AUGUST 6TH
00:31LET'S TAKE A LOOK AT A KEY DEVELOPMENT IN KOREA'S INDUSTRY SECTOR
00:35SAMSUNG SDI SECURED A POLICY LOAN OF 350 BILLION WON
00:41ABOUT $246 MILLION AT ROUGHLY 3% INTEREST
00:46TO FUND ITS ROLE IN KOREA'S GOVERNMENT-LED ENERGY STORAGE BUILDOUT
00:50POWER SEMICONDUCTOR DEMAND IS CLIMBING
00:53AS AI DATA CENTERS AND ROBOTICS ADOPT MORE CHIPS
00:57AND DB HITECH'S 8-INCH FOUNDRY LINES ARE FILLING
01:00AS TSMC AND SAMSUNG ELECTRONICS SHIFT CAPACITY TOWARD 12-INCH WAFERS
01:07WASHINGTON'S LATEST DEFENSE AUTHORIZATION LANGUAGE
01:10NOW PERMITS KOREAN SHIPYARDS TO BUILD U.S. NAVY VESSELS, A FIRST
01:15FOR THE PENTAGON'S OFFICIAL PLANNING DOCUMENTS
01:18HERE'S WHAT THE NUMBERS SHOW
01:21563 MW WENT TO SAMSUNG SDI IN THE FIRST ROUND OF KOREA'S ESS CENTRAL CONTRACT TENDER
01:28A 79% SHARE AGAINST LG ENERGY SOLUTIONS 21%
01:34SK ON THEN WON 50.3% OF THE SECOND ROUND'S 565 MW
01:41AHEAD OF SAMSUNG SDI'S 35.7% AND LG ENERGY SOLUTIONS 14%
01:48DB HITECH POSTED 105.2 BILLION WON ABOUT $74 MILLION IN SECOND QUARTER OPERATING PROFIT
01:58UP 43% YEAR-ON-YEAR AS 8-INCH FOUNDRY ORDERS SURGED
02:03REVENUE CLIMBED 23% TO 414.5 BILLION WON ABOUT $291 MILLION
02:12PUSHING OPERATING MARGIN TO 25%
02:15THE 8-INCH CHIP MARKET ITSELF IS SET TO GROW FROM $59.98 BILLION THIS YEAR
02:22TO $78.25 BILLION BY 2031
02:27ACCORDING TO TRENDFORCE EVEN AS TSMC AND SAMSUNG ELECTRONICS CONCENTRATE ON 12-INCH LINES
02:34HD HUNDAY'S WELDING ROBOTS ARE NOW RUNNING TRIAL PRODUCTION
02:39INSIDE HUNTINGTON-INGLE'S MISSISSIPPI SHIPYARD
02:42THE LARGEST DEFENSE YARD IN THE U.S.
02:44SO WHAT DOES THIS MEAN FOR SUPPLY CHAIN MANAGERS WATCHING KOREA?
02:49EARLIER WE SAID SAMSUNG SDI LOCKED IN THE LARGEST SHARE OF THAT ESS CONTRACT
02:54HERE'S WHAT THAT ACTUALLY MEANS FOR YOU
02:56KOREA'S BATTERY MAKERS TREAT DOMESTIC WINDS AS A REFERENCE CASE
03:01BEFORE BIDDING ON LARGER CONTRACTS OVERSEAS
03:04ESPECIALLY IN THE U.S. AND MIDDLE EAST
03:07THE 8-INCH CHIP SQUEEZE MEANS POWER SEMICONDUCTOR SUPPLY LIKELY STAYS TIGHT THROUGH AT LEAST 2027
03:14SO SOURCING TEAMS SHOULD EXPECT LONGER LEAD TIMES FROM DB HIGH TECH AND ITS PEERS
03:20H.D. HUNDAY'S SHIPYARD AUTOMATION TRIALS SUGGEST KOREAN SHIPBUILDERS
03:25ARE POSITIONING FOR MORE U.S. NAVY SUBCONTRACTING WORK AS WASHINGTON'S PROCUREMENT RULES LOOSEN
03:31THREE THINGS WORTH WATCHING
03:33THE RESULTS OF KOREA'S THIRD ROUND ESS TENDER EXPECTED NEXT MONTH
03:39DB HIGH TECH'S CONFIRMED PRICE INCREASE ANNOUNCEMENT LIKELY BEFORE THE FOURTH QUARTER
03:45AND ANY FURTHER PENTAGON PROCUREMENT LANGUAGE ON FOREIGN SHIPYARDS
03:49WHEN THE NEXT DEFENSE BUDGET CYCLE OPENS
03:53THAT'S TODAY'S AI PRISM INDUSTRY DAILY
03:56THIS EPISODE WAS PRODUCED WITH AI ASSISTANCE BASED ON SOUL ECONOMIC DAILY REPORTING
04:01AND REVIEWED BY A HUMAN EDITOR AI PRISM IS A WAN IFRA AWARD WINNING SERIES
04:08WE'LL BE BACK TOMORROW
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