00:03SPG와 1화 완료
00:04SK Hynix just posted its first quarter above 100 trillion Korean Won in revenue
00:08first in Korean chip history
00:12Operating profit of 83% year on year
00:14with margins approaching 80%,
00:176 consecutive record quarters
00:19and a Korean Won 60 Trillion additional shareholder return plan is now on the table
00:25It's Thursday, October 29.
00:28let's get into one of korea's top economic stories today
00:31esky hynix's high bandwidth memory is the essential hardware layer powering ai data centers worldwide
00:38peak demand fears debated through 2025 are now definitively answered by the data
00:44korea's chip sector is roughly 20 percent of total exports so this quarter directly shapes the current account
00:51here's what the numbers show korean won 104 trillion approximately 78.8 billion dollars at
01:00today's rate of 1337.70 was sk hynix's q3 revenue the first korean chip maker to cross 100 trillion won
01:10in a single quarter operating profit rose 83 percent year on year with margins approaching 80
01:17a level that captures hbm's pricing power over commodity dram sk hynix announced an additional
01:24korean won 60 trillion shareholder return plan the largest capital commitment of its kind in korean
01:31tech separately north korean ip addresses were confirmed behind data breaches at daishin securities
01:3738 000 customer records and unauthorized access at miday asset management and bid thumb so what does
01:45this mean for global readers earlier we said peak out fears have been erased here's what that
01:51actually means for you 80 percent margins in chip making signal hbm is a structural ai demand repricing
01:59not a commodity upcycle the 60 trillion won return plan signals management views this cash flow as
02:06durable a direct note to foreign institutional investors the north korean cyber attack reframes
02:12financial cyber security as systemic market risk for korea's regulators sk hynix's q4 hbm shipment
02:20guidance u.s export control timing shapes customer front-loading behavior the fss cyber security probe
02:27targeted enforcement or sector-wide mandate the won dollar at 1337.70 today up 14 won dollar strength
02:38dilutes korean won earnings for foreign investors that's today's ai prism front page daily this episode
02:45was produced with ai assistance based on seoul economic daily reporting and reviewed by a human
02:50editor ai prism is a won ifra award-winning series we'll be back tomorrow
02:56is a won ifra award-winning series we'll be back in the series we'll be back in the series we'll
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