00:03korea's heavy industry just got pulled into the ai economy and the order books prove it
00:09three stories from korea's industry sector today hd hyundai heavy industries is building a new
00:15engine factory for the first time in 20 years driven entirely by ai data center power demand
00:21hanmi pharmaceutical signed a deal worth up to 3.2 trillion won with genentech
00:26the largest pharmaceutical export contract in korean history and korean air is launching its
00:32first inch in hiroshima service this december as the integrated carrier expands its japan network
00:38it's tuesday august 25th let's take a look at a key development in korea's industry sector
00:45global ai data center construction is generating a surge in demand for large-scale power generation
00:51that korean heavy industry is positioned to supply at scale hanmi's agreement with genentech for
00:57obesity drug h m17321 marks a breakthrough in korea's pharmaceutical licensing pipeline
01:04the first transaction of this magnitude at the global tier and korea's integrated aviation sector
01:10is executing its post-merger network expansion with new international routes as the korean air
01:16and asiana combination reaches its operational restructuring phase here's what the numbers show
01:22hd hyundai heavy industries announced its first engine factory expansion in 20 years driven by a
01:30surge in global orders for 9.0 megawatt power generation engines destined for ai data centers across north
01:37america and asia the company's power generation division backlog is extending into 2027 as hyperscale
01:44facility construction accelerates with the new factory targeting a significant increase in annual
01:50output capacity hanmi pharmaceutical signed a licensing agreement with genentech for obesity drug
01:56hm 17321 with a base value of 1.82 trillion 1 1.32 billion u.s dollars and a maximum
02:06potential value of
02:073.2 trillion 1 2.3 billion u.s dollars the largest single pharmaceutical licensing deal in korean history
02:15the deal assigns global commercialization rights outside korea to genentech with hanmi retaining
02:22domestic rights and receiving milestone linked payments across the development timeline korean air
02:27launched its new incheon hiroshima service starting december 23rd 2026 operating every other day initially
02:35before converting to a daily schedule from january 24th 2027 as part of the integrated carriers japan
02:42network build out local government opposition to data center construction is creating a supply
02:48constraint that directly threatens the ai infrastructure orders now filling hd hyundai heavy's production
02:55schedule so what does this mean for analysts tracking korea's industry sector earlier we said hd hyundai
03:03heavy is building its first new factory in 20 years because of ai data centers here's what that
03:10actually means for you the ai infrastructure build out is generating hardware demand in heavy industry and
03:16power generation that most sector models have not captured korean industrial conglomerates are more
03:22exposed to the global ai capex cycle than current valuations reflect the hanmi genentech deal is a
03:29parallel signal from a separate sector korea's licensing and export pipeline across industries is maturing
03:35beyond domestic market scale these are not isolated events they are early data points in a structural
03:42reorientation of korean industrial output toward ai era global demand watch hd hyundai heavy's engine
03:51division order book through q32026 continued acceleration would confirm the ai power demand thesis and signal
03:58further capacity expansion watch the phase three trial readout timeline for hanmi's hm 17321 the next
04:07milestone that will validate or stress test the 2.3 billion dollar maximum deal value and watch
04:14korean air's inch in japan root load factors as a leading indicator of post-merger network efficiency
04:19and passenger demand recovery that's today's ai prism industry daily this episode was produced with ai
04:28assistance based on sole economic daily reporting and reviewed by a human editor ai prism is a juan efra
04:35award-winning series we'll be back tomorrow
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