00:02You're listening to AI Prism from Seoul Economic Daily.
00:30The Trump administration is rebuilding its tariff wall after the Supreme Court struck
00:35down reciprocal tariffs in February.
00:37At the same time, NVIDIA's Vera Rubin platform is pulling Korean suppliers deeper into the
00:43AI hardware chain.
00:45Inside Korea's own market, capital has been leaving semiconductors for consumer exporters.
00:50Here's what the numbers show.
00:52Washington is weighing an additional 7.5% tariff on Chinese goods, which would lift the
00:58total rate to 20% alongside July's 12.5% Section 3.01 duty.
01:04Tariffs on Canadian autos, trucks, parts, and steel rise to 50% on January 1, 2027.
01:12The Wall Street Journal put Canada's auto and parts exports to the United States at
01:17about $50 billion a year, making that a $25 billion bill for American industry and consumers.
01:24Matter of fact, Samsung's yield on NVIDIA's Grok 3 inference chip has improved two to three
01:30times since April, and now sits above 80%.
01:35KeyBank raised its Rubin GPU shipment forecast by 9%, from 1.75 million units a year to about
01:421.9 million.
01:43Goldman Sachs expects China's sub-7 nanometer wafer supply to grow 46% a year through 2035
01:52against 17% demand growth, narrowing the supply gap from 92% to 34%.
02:00Colmar Korea and Cosmax gained 57.5 and 55.1% this month, while Samsung Electronics and SK Hynix
02:08fell 2.1% and 2.5%.
02:12First-half cosmetics exports hit $7 billion, up 27.3%, and five Korean game publishers booked
02:206.06 trillion won of overseas revenue, roughly $4.4 billion, close to 60% higher than a year
02:28earlier.
02:29So what does this mean for global investors weighing Korea exposure?
02:34Earlier, we said the money leaving Korean chips went somewhere unexpected.
02:39Short pause.
02:41Here's what that actually means for you.
02:44The rotation into cosmetics and gaming is funded by export earnings rather than rate expectations,
02:50which leaves it less exposed to the tariff headlines driving the chip trade.
02:56The near-term tariff damage sits on the North American auto chain.
02:59While for Korean memory, the Samsung and Nvidia ramp and Goldman's China supply forecast pull
03:05in opposite directions on different timelines.
03:08Watch next month's summit between Washington and Beijing for whether the overcapacity tariff
03:13is confirmed.
03:15Watch Rubin shipment revisions against Samsung's HBM supply, guided 20% higher this year.
03:21Watch whether foreign buying follows the cosmetics rally or stays in semiconductors.
03:25That's today's AI Prism Global Investors.
03:30This episode was produced with AI assistance based on Seoul Economic Daily reporting and reviewed
03:35by a human editor.
03:37AI Prism is a Juan Eifra award-winning series.
03:40We'll be back tomorrow.
03:41You've been listening to AI Prism from Seoul Economic Daily.
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