00:00Dlatego,,,,
00:05그리고,,,,,,
00:12뭘,,,,,,,
00:1312.8% to 820.9 trillion won savings bank real estate delinquencies just rose 15.6% in six
00:23months and samsung electronics just laid out a new memory architecture strategy to defend its
00:29market lead it's wednesday september 2nd let's look at a business story shaping corporate korea
00:35the government's 2027 budget marks korea's entry into the same expansionary fiscal race the u.s
00:41china and japan are already running that spending is being funded by a semiconductor driven tax revenue
00:47surge that officials themselves admit cannot be assumed to continue indefinitely at the same time
00:54korea's trade negotiators are back in washington finalizing investment terms that carry direct
00:59implications for companies with u.s manufacturing exposure here's what the numbers show next
01:06year's total government spending will rise 93 trillion one or 12.8 percent to 820.9 trillion
01:14one the largest increase since 2009. national tax revenue is projected to jump 194.2 trillion one
01:22or 49.8 percent to 584.4 trillion one well above the roughly 550 trillion one markets had expected
01:31national debt will climb past 1 500 trillion one next year and reach 1 734.1 trillion one by 2030
01:41though the debt to gdp ratio stays near 49 percent industry minister kim jung kwan returned to washington
01:48to finalize investment terms after the u.s side reportedly raised its ask on the first
01:53flagship project from about 20 billion to 25 billion dollars savings bank real estate delinquencies
02:00reached 2.6943 trillion one in june up 15.6 percent in six months even as total lending barely grew
02:08samsung electronics unveiled its cube memory architecture strategy at semi-con taiwan focused
02:15on optimizing logic memory placement rather than simply stacking chips higher samsung held 39 percent
02:21global dram market share in the second quarter with annual 300 millimeter wafer capacity of 8.175 million
02:28sheets versus sk hynix's 6.66 million and micron's 3.6 million china's cxmt began small-scale hbm 3e
02:39production and plans to scale up next year narrowing the technology gap with the big three to roughly one
02:45generation so what does this mean for ceos running korea operations or supply chains earlier we said next
02:53year's budget jumps 12.8 percent to 820.9 trillion one here's what that actually means for you heavier
03:01spending funded by concentrated chip sector tax revenue could tighten fast if the cycle turns so
03:06treat current incentives as temporary not structural washington raising the first investment project's
03:12price tag by roughly five billion dollars shows korea u.s industrial talks remain fluid and boards should
03:19budget contingency room accordingly samsung's cube strategy and cxmt's narrowing gap both signal that
03:26memory leadership windows are shortening a factor worth weighing into supply chain planning three things
03:32to watch the first u.s investment project announcement expected this month the fiscal review if chip tax revenue
03:39underperforms and samsung's hbm5 rollout against cxmt's production ramp that's today's ai prism ceo this episode
03:49was produced with ai assistance based on seoul economic daily reporting and reviewed by a human
03:54editor ai prism is a one i f r a award-winning series we'll be back tomorrow you've been listening
04:01to ai prism from seoul economic daily
댓글