00:04한im의 기관에 대한 집
00:05서울의 지역대에 대한 연방에 대한ятся
00:06한국 criteria asked the government to add two more chip fabs
00:09then asked where the electricity would come from.
00:12통해서
00:132040 power forecast for advanced industry and AI data centers
00:17just rose more than fourfold
00:19SK Hynics committed $40 trillion to buying back
00:22and cancelling its own shares
00:24and Washington may cut Canadian Steel Tariffs
00:27to half the rate Korean Steel pays.
00:29It's Friday, August 21.
00:31Let's look at a business story shaping corporate Korea.
00:34Korea's Climate and Energy Ministry reopened its long-term power plan
00:38because industrial demand outran the previous model.
00:42Chip fabs and AI data centers draw power around the clock,
00:45which intermittent renewables cannot cover alone.
00:48The revision reprices every capital plan that depends on Korean grid capacity.
00:52Here's what the numbers show.
00:54Peak 2040 demand from advanced industry and AI data centers is now put at 36.2 to 36.5 gigawatts,
01:03up 28.5 gigawatts from the earlier 7.7 to 8.
01:07Those two sectors would consume 348.5 terawatt-hours of a projected 885.1 terawatt-hour national total, close to
01:1640%.
01:17Total peak demand is forecast at 158.4 to 165 gigawatts in 2040 against roughly 95 gigawatts at this year's
01:28high.
01:28200 gigawatts of installed solar and wind would deliver about 45 gigawatts to the grid
01:34because output efficiency runs near 20% for solar and 30% for wind.
01:39Confirmed new nuclear capacity totals 8.75 gigawatts and most of it arrives after the mid-2030s,
01:47while the new fabs start running around 2030.
01:49Matter of fact, SK Hynix will repurchase and cancel 40 trillion one of stock within three months
01:55and return more than half of cumulative free cash flow through 2027.
01:58The Cosby closed at 6,852.58, up 5.89%, with SK Hynix gaining 12.73% and Samsung Electronics
02:109.49%.
02:12Washington is weighing a cut in Canadian steel and aluminum tariffs from 50% to 25%,
02:18and Canadian vehicle tariffs from 25% to 15%, while Korean steel stays at 50%.
02:24So what does this mean for executives running Korean operations?
02:28Earlier, we said companies asked for the fabs before asking about the power.
02:32Here's what that actually means for you.
02:35Any Korean capacity decision landing before 2035 sits on a supply gap the current plan does not fill.
02:42And LNG cogeneration is the only source that can arrive ahead of the new reactors.
02:47On trade, a Canada deal would leave Korean steel exporters paying double a direct competitor's rate,
02:52which is a sourcing and pricing item for the board, not a policy footnote.
02:57Watch the final 12th basic plan for electricity supply and demand
03:01for how the 26.6 to 26.8 gigawatt increment is allocated.
03:06Watch Samsung Electronics for a shareholder return package,
03:10the market sizes near 150 trillion won, about 107 billion dollars.
03:15Watch the US-Canada trade text, deferred three days on August 18th,
03:20for the final steel and auto rates.
03:22That's today's AI Prism CEO.
03:26This episode was produced with AI assistance based on Seoul Economic Daily reporting
03:30and reviewed by a human editor.
03:33AI Prism is a Juan Ifra award-winning series.
03:36We'll be back tomorrow.
03:37You've been listening to AI Prism from Seoul Economic Daily.
03:41Get we ready for the next video shortly.
03:42Nice video on!
03:44I see you soon tomorrow!
03:44Find the best moment of this conversation to my colleague.
03:44For us and I leave the fact,
03:45The Revive Lebaw Society is now available.
03:45For moreществuctions,
댓글