00:00Three numbers before the open. Korea's exports just crossed $900 billion for the first time.
00:06Semiconductor shipments rose 259% last month, and a Chinese memory maker says its next-generation
00:13DRAM sample has cleared verification. It's Monday, November 2.
00:17Here's what today's story could mean for the Korean market.
00:20Korea's exports reached $930 billion in the first 10 months of the year,
00:25up 60.6% from a year earlier. Chips accounted for 49% of October shipments,
00:32rising 259% on AI capex from global big tech. Foreign investors, meanwhile,
00:38have been watching the hyperscaler spending cycle closely. Here's what the numbers show.
00:43Exports are on track to pass $1 trillion in November, which would make Korea the fourth
00:48country to reach that mark. Samsung says its HBM market share has reached roughly 40%,
00:53on par with its DRAM business. The company also disclosed the mass production timing for HBM4E,
01:00its next-generation product, in the first half of next year. Meanwhile,
01:05CXMT says its 4F-squared DRAM engineering sample passed verification.
01:10Acclaim Micron disputes. Its third-quarter revenue reached 118.7 billion yuan, up 613% year-on-year.
01:19So what does this mean for stock investors watching the open? Semiconductors remain the
01:24central driver of both export momentum and foreign flows. The HBM story is the one to track.
01:30Earlier, we said Samsung's HBM position was the key signal. Here's what that actually means for you.
01:36Watch whether the HBM4E timeline holds, because any slip would hit the sector's sentiment fast.
01:42Also watch the China memory competition, since the CXMT claim is still unverified,
01:48and the market could overreact to either side. That's today's AI Prism.
01:52Stock Investors
01:53This episode was produced with AI Assistants, based on Seoul Economic Daily Reporting.
01:59AI Prism is a Juan IFRA award-winning series. We'll be back tomorrow.
