00:00three numbers before the open. First, Saladigam is reportedly weighing an investment of up to
00:06130 trillion won for a new non-fab in New York. Second, NVIDIA has told cloud customers that at
00:13least 51% of their services must go to non-Chinese buyers. Third, Altiojin posted its first-ever
00:19quarterly revenue above 100 billion won. Let's go through the stories that matter for today's
00:25market. It's Wednesday, November 4th. Here's what today's story could mean for the Korean
00:29market. Start with Scup Hynix. Its non-subsidiary Saladigam has reportedly settled on Oneida
00:35County in New York's Messina Center as the likely site for its first American NAND plant. A single
00:42fab costs an estimated $40 to $50 billion, which puts the full build-out near $100 billion.
00:49Separately, Scup Hynix is also reviewing a DRAM production line inside Intel's Ohio facility,
00:55which already holds a permit covering electronic memory circuits. Here's what the numbers show.
01:00NVIDIA's new rule is the other big move. Cloud and data center customers worldwide must now direct
01:07at least 51% of their services to non-Chinese companies, and the rule applies only to future
01:13contracts. NVIDIA's B300 rack, which sells for about $600,000 internationally, traded in China at
01:21roughly 18.5 million yuan last month because of scarcity. Meanwhile, NVIDIA shares have fallen
01:27more than 13% over the past month. Apple has overtaken NVIDIA in market capitalization.
01:33AltioGen reported third-quarter revenue of $119.8 billion, up 144.4% year-on-year,
01:42with operating profit of $78.9 billion. Its cumulative nine-month revenue of $260.3 billion
01:49already exceeds all of last year's annual revenue of $215.9 billion. Two new platform licensing deals,
01:58including a deal with Novartis worth up to $3.2 billion, are driving that growth.
02:04So what does this mean for stock investors watching the open? Start with the sector signals.
02:08Memory names tied to AI demand are in focus. But the Solodigum and Intel Ohio plans are still
02:15unconfirmed, and Skahinex says nothing is settled. Second, watch foreign flows into the
02:21semiconductor complex. The NVIDIA export compliance rule could weigh on AI cloud names if enforcement
02:27tightens. Third, track the AltioGen follow-through. Earlier, we said the platform licensing deals were
02:34the real engine behind the revenue surge. Here's what that actually means for you.
02:38The quarterly figures reflect recurring royalties and milestone inflows, not one-off gains,
02:44so the next earnings call matters more than today's headline. That's today's AI Prism,
02:49Stock Investors. This episode was produced with AI assistance based on Seoul Economic Daily reporting.
02:56AI Prism is a Juan IFRA award-winning series. We'll be back tomorrow.
