00:02you're listening to ai prism from seoul economic daily it's monday august 10th let's look at a
00:09business story shaping corporate korea three boardroom decisions are colliding in korea's
00:14industrial core right now samsung just hit a manufacturing milestone that flips the hbm
00:20competitive map two major labor disputes are threatening production schedules at once and a
00:27wave of corporate restructuring from renewable energy to petrochemicals is redrawing who owns what
00:33samsung electronics reached an 80 percent yield on its sixth generation hbm4 memory chips a threshold
00:41the industry calls the golden yield for stable profitable mass production sk hynix the long-time
00:49hbm market leader is now facing both a technical challenge from samsung and an internal labor
00:55standoff over bonus payments at the same time hyundai motor's ongoing strike is now blocking
01:02new model production not just existing lines samsung's hbm4 yield jumped from below 60 percent
01:09in february to 80 percent now and the company plans to triple hbm4 revenue quarter on quarter
01:16in q3 ubs forecasts sk hynix keeps a 48 percent bit share lead this year but samsung overtakes it next
01:26year at 41 percent versus 39 percent sk hynix workers formed a union of over 3 500 members about 10
01:35percent
01:36of staff in just three days over a contested plan to pay bonuses partly in company stock hyundai motors union
01:44has struck nine days so far and is demanding 30 percent of last year's 10.36 trillion won net profit
01:51as
01:52bonus while blocking test production of the new tucson sk and kkr are moving ahead with a 1.8 trillion
02:00won renewable energy joint venture targeting 10 gigawatts of capacity by 2031 lote chemical returned to
02:09operating profit of 110.1 billion won in q2 up from a 250.5 billion won loss a year earlier
02:18ahead of its
02:19september 2 petrochemical merger with hd hyundai so what does this mean for your next board meeting
02:25earlier we said three decisions are colliding the sk hynix and hyundai labor disputes both carry direct
02:33production risk and if either escalates supply commitments to customers like nvidia or dealer
02:39networks could slip the samsung yield breakthrough means supply chain diversification calculus is
02:46shifting fast for anyone sourcing hbm and the sk kkr and lote hd hyundai deals show large-scale capital
02:55restructuring is back on the table as a strategic lever in korea that's today's ai prism ceo this
03:04episode was produced with ai assistance based on seoul economic daily reporting and reviewed by a human
03:10editor ai prism is a wan ifra award-winning series we'll be back tomorrow you've been listening to ai prism
03:18from seoul economic daily
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