00:02You're listening to AI PRISM, from Seoul Economic Daily.
00:06Westinghouse just asked for more than Korea bargained for.
00:09A royalty increase on every reactor team Korea builds in the U.S.
00:14Solidigm is expanding SSD production out of Taiwan,
00:17tightening its grip on the AI server supply chain.
00:20Washington's new Super Intelligence Task Force
00:23puts an intelligence chief in charge of AI policy,
00:26not an industry regulator,
00:27and financial institutions with AI exposure
00:30are still sitting at zero on cyber certification.
00:34It's Tuesday, October 6.
00:36Let's look at a business story shaping corporate Korea.
00:39Westinghouse is leveraging APR 1400's growing reputation
00:42to demand richer terms before Korea's reactors
00:45even break ground in the U.S.
00:47Washington's SI task force elevates AI to a national security issue,
00:52placing an intelligence chief instead of an industry regulator
00:55at the center of policy.
00:57Meanwhile, Korea's AI boom is outrunning its own cyber defenses,
01:01leaving the financial sector's security gaps exposed
01:04just as hacking risk escalates.
01:07Here's what the numbers show.
01:09Westinghouse is demanding more than the $175 million
01:12per reactor royalty set in last year's settlement agreement,
01:16on top of a $650 million services package
01:20and nuclear fuel supply rights already back on the table.
01:23Canada's Cameco, which owns 49% of Westinghouse,
01:27pegged the total compensation package at roughly $2 billion per APR 1400 unit.
01:33Trump's tariff threat doubles duties if Korea doesn't sign the Alaska LNG deal,
01:38adding pressure just as the reactor terms are being rewritten.
01:41Solidigm added a new Taiwan contract manufacturing site to its SSD production network,
01:47with output shipping to customers starting this December.
01:50SK Hynix's enterprise SSD market share hit 21.1% in the second quarter,
01:56trailing only Samsung's 35.1%,
01:59as quarterly SSD revenue across the top five makers doubled to $37.6 billion.
02:05Trump's new superintelligence task force puts DNI J. Clayton at the center,
02:10reporting directly to the president and chief of staff Susie Wiles.
02:14Only 40 of 274 Korean financial firms, 14.6%, hold ISMSP security certification,
02:22and all 79 savings banks, plus the four major mutual finance federations, have zero.
02:28AB's Ray Chu says AI-related CapEx will broaden from training clusters into memory, power,
02:34and data center efficiency over the next 12 to 24 months,
02:38a window Korean chip makers are positioned to capture.
02:41So what does this mean for sea-level leaders overseeing Korea's global operations?
02:46Earlier, we said Westinghouse wants more money for every reactor team Korea builds.
02:51Here's what that actually means for you.
02:52Margins on the APR-1400 program keeps shrinking the longer negotiations drag past this year's deadline.
03:00Solidigm's Taiwan expansion signals where supply chain leverage is shifting,
03:04and companies tied to AI hardware should expect tighter competition for contract manufacturing capacity there.
03:10With Washington folding AI into national security,
03:13and Korean financial institutions still exposed on cyber certification,
03:17boards should treat regulatory alignment and security investment
03:21as immediate agenda items, not backburner issues.
03:25That's today's AI Prism CEO.
03:28This episode was produced with AI assistance based on Seoul Economic Daily reporting
03:32and reviewed by a human editor.
03:35AI Prism is a Juan Ifra award-winning series.
03:38We'll be back tomorrow.
03:39You've been listening to AI Prism from Seoul Economic Daily.
