00:03한국의 업무부
00:04한국의 업무부
00:05한국의 업무부
00:06한국의 업무부
00:06한국의 업무부
00:06한국의 업무부
00:07한국의 업무부
00:07100 trillion won
00:10그리고
00:10fuel driving it
00:11isn't smartphones
00:12it's the price of memory
00:14the HBM
00:14and DRAM pricing surge
00:16isn't slowing down
00:17it's accelerating
00:18and two Korean conglomerates
00:20beyond semiconductors
00:21are now positioning
00:22for their own
00:22breakout moments
00:23it's Tuesday
00:24September 1st
00:25let's take a look
00:27at a key development
00:27in Korea's industry sector
00:29Korea's industrial story today
00:31splits across 3 sectors
00:32moving at different speeds
00:33memory pricing
00:34is setting records
00:35SK Innovation's
00:37battery division
00:38just landed a major
00:39ESS contract
00:40in the United States
00:41and Kia's PBV lineup
00:43is preparing for
00:43its largest model reveal yet
00:45here's what the numbers show
00:47HBM spot prices
00:48are now running
00:49at 5 times
00:50the LTA benchmark rate
00:51the widest gap on record
00:53DRAM export average
00:55selling prices surged
00:56from 137 won
00:58to 813 won per unit
01:00over seven months
01:00a roughly six-fold increase
01:02Samsung's full-year
01:04operating profit
01:05is on track to exceed
01:06100 trillion won
01:07approximately 74 billion
01:09US dollars
01:10for the first time
01:11SK Innovation
01:12secured a 1.5 trillion won
01:15approximately 1.1 billion
01:17US dollars
01:17ESS supply contract
01:19in the United States
01:20delivering 9 gigawatt hours
01:22of LFP battery capacity
01:24over five years
01:25Kia's large format PBV model
01:28the PV7
01:29built on the EGMPS platform
01:31is set for its global
01:33debut at IAA
01:34within 14 to 20 days
01:35So what does this mean
01:37for global industry analysts
01:38and supply chain managers?
01:40The DRAM price trajectory
01:41from 137 won to 813 won
01:44in seven months
01:45is a supply constraint signal
01:47not a demand surprise
01:49meaning it doesn't reverse quickly
01:51Earlier we said
01:52HBM spot prices
01:53are five times
01:54the LTA rate
01:55Here's what that actually means
01:57for you
01:57Any manufacturer
01:59that locked in long-term
02:00HBM supply
02:01at contract prices
02:02is now sitting
02:03on a significant
02:04cost advantage
02:05over late movers
02:06and that advantage
02:07compounds as
02:08AI build-out continues
02:09What to watch?
02:11First, Samsung's
02:12Q3 earnings guidance
02:13The 100 trillion won threshold
02:15makes this the most watched
02:17Korean corporate print
02:18in years
02:19Second, SK Innovation's
02:21USESS pipeline
02:22beyond this 1.5 trillion won deal
02:25The IRA incentive structure
02:27makes American energy storage
02:28a structural growth lane
02:30Third, the PV7 IAA debut response
02:34Fleet buyer reaction
02:35at the show
02:36determines whether
02:37KIA's PBV strategy
02:38gets institutional traction
02:39in Europe
02:40That's today's AI Prism
02:42Industry Daily
02:43This episode was produced
02:44with AI assistance
02:46based on Seoul Economic
02:47Daily reporting
02:48and reviewed
02:49by a human editor
02:50AI Prism
02:51is a Juan Ifra
02:52award-winning series
02:53We'll be back tomorrow
02:55at the end of the video
02:56at the end of the video
02:56at the end of the video
02:57InVis
02:57that's the back of the video
02:57and you will see
02:57in the video
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