00:00Here's the number that matters most.
00:02Celestica just guided 2027 revenue to $40 billion,
00:05and the market is still pricing the company like it's peaking.
00:09Here's what the numbers show.
00:10It's Friday, November 6th.
00:12Let's look at a business story shaping corporate Korea.
00:14Our story today spans AI infrastructure, chip supply, auto profits, defense exports,
00:20and platform AI bets.
00:22Here's the storyline behind each one.
00:24Celestica posted third-quarter revenue of $5.83 billion,
00:28up 82.5% year-on-year.
00:31Its adjusted operating margin reached a record 8.5%,
00:35and it guided 2027 revenue to $40 billion with a 9.0% margin.
00:41Qualcomm's fourth-quarter revenue fell 8% to $10.32 billion,
00:45as memory shortages hit smartphone chip sales.
00:48ARM's quarterly sales rose 27%, but its outlook disappointed.
00:52Toyota lifted its full-year operating profit forecast to 3.9 trillion yen,
00:57driven by hybrid demand in America and a weaker yen.
01:00Hanwha Aerospace broke ground in Poland on a 5.6 trillion won missile plant,
01:05its first overseas-guided missile base.
01:08And KauKau targets 10 million monthly active AI users this year,
01:12with its AI business reaching break-even by 2028.
01:15So what does this mean for corporate leaders across Korea?
01:18Supply chains are tightening, and capacity is the new bottleneck.
01:21Memory allocation is reshaping chip, device, and pricing strategies.
01:25Meanwhile, overseas localization and AI monetization are becoming board-level decisions.
01:31Earlier, we said Celestica's guidance hinges on whether cloud CAPEX turns into real orders.
01:36For Korean CEOs, the same test applies to every AI bet on the table.
01:40That's today's AI Prism.
01:42CEO
01:43This episode was produced with AI Assistants based on Seoul Economic Daily Reporting.
01:48AI Prism is a WAN IFRA award-winning series.
01:51We'll be back tomorrow.
01:52So when it comes back, it'sстьés where to be one of the time we talk about this image in a
01:52north- contractspaying.
01:52Oh God, can we see?
01:54A few hours of these characteristics,
