00:03Korea's chip maker is now going after the machines that cool the chips.
00:07Samsung Electronics is building its first domestic air conditioning and cooling plant in Gwangju.
00:13Pause. LG Energy Solution just switched on its fifth North American battery site.
00:19Korean Air is opening a new Australian route in December.
00:22And a fight over performance pay is spreading across Samsung, Hyundai and POSCO at the same time.
00:28It's Thursday, August 20th.
00:31Let's take a look at a key development in Korea's industry sector.
00:35AI data centers need cooling systems as much as they need memory.
00:39Samsung entered that market through European acquisitions rather than its own factories.
00:44That changes now. Here's what the numbers show.
00:47Samsung Electronics signed a $240 billion won investment agreement with the city of Gwangju, about $172 million, for its first
00:57domestic cooling systems plant.
00:59The site, roughly the size of three football pitches, begins operating in 2028 with annual output above 10,000 units.
01:07The global market for these systems is projected to reach $407.7 billion by 2030.
01:15Matter of fact, Samsung acquired Europe's Flact Group for 1.5 billion euros, about $2.5 trillion won, last November.
01:23And Gwangju takes its plant count to 15.
01:27LG Energy Solution began production in Lansing, Michigan, completing a five-site North American network with more than 35 gigawatt
01:35-hours of annual capacity.
01:38Korean Air adds three weekly Incheon to Melbourne flights from December 18, using Boeing's 787-9 aircraft.
01:46So what does this mean for industry analysts and supply chain managers?
01:50Earlier, we said Korea's chip maker is going after the machines that cool the chips.
01:55Here's what that actually means for you.
01:58Korea is moving up the AI infrastructure stack from components into systems,
02:02and the labor cost line is moving with it as Hyundai's union demands 30% of net profit as bonus.
02:09Three things to watch.
02:11Samsung's Gwangju construction timeline ahead of the 2028 start,
02:15LG Energy Solution storage orders from large customers,
02:18and whether POSCO's wage talks reached the strike stage.
02:22That's today's AI Prism Industry Daily.
02:26This episode was produced with AI Assistants based on Seoul Economic Daily reporting
02:30and reviewed by a human editor.
02:33AI Prism is a WANIFRA award-winning series.
02:36We'll be back tomorrow.
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