CES Live Report: Long Lines at the Hyundai Booth! Samsung Electronics Foundry to Make the Latest Qualcomm Chip | 3PRO TV Coverage Team Lead Kwon Soon-woo, Reporter Ryu Jong-eun

CES 현장 중계 줄 서는 현대 부스! 삼성전자 파운드리, 최신 퀄컴칩 만든다 | 삼프로TV 권순우 취재팀장, 류종은 기자 [뉴스3]

Watch on YouTube ↗ | January 07, 2026 at 23:19 | 30:14 | 3PRO TV (삼프로TV)

Speakers

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Ryu Jong-hoon — Reporter

Jeong Young-jil — Host

Summary

3PRO TV's morning live show covered mixed New York markets, Samsung Electronics' foundry and earnings news, China-related Korean drama hopes, and a live CES report from Las Vegas. CES highlights centered on physical AI, crowded Hyundai and Samsung booths, Chinese robotics and auto participation, and Doosan Enerbility's AI data center power infrastructure. Korean market flows showed foreign buying in large caps, while the hosts discussed Samsung's strong preliminary Q4 profit and memory-price tailwinds.

New York stocks were mixed; ISM services beat while ADP missed, limiting Fed-rate implications.
Qualcomm began 2nm foundry discussions with Samsung Electronics, though no order was confirmed.
China's gradual cultural opening is expected to benefit Korean drama content most clearly.
Korean market rally was driven by foreign net buying, with Hyundai Motor, Hanmi Semiconductor, and Doosan Enerbility among foreign buys.
CES physical AI was a major theme; Hyundai's Atlas booth drew long lines and Doosan Enerbility showed AI data center power infrastructure.
Samsung Electronics reported preliminary Q4 operating profit of KRW 20 trillion and the hosts flagged potential for higher profit on memory prices.
Chinese companies such as Unitree, Geely, and GWM increased their CES presence amid US restrictions concerns.
Samsung's CES products focused on on-device AI TVs, robot vacuums, and projectors rather than physical AI.

Ideas

Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:36

Qualcomm 2nm talks lift Samsung foundry.

Qualcomm's CEO said at CES that Samsung Electronics is the first foundry it has started discussions with for 2nm production of its next-generation AP, with design work completed and commercialization targeted soon. Although this is not yet a confirmed order and Qualcomm is not abandoning TSMC, Samsung's foundry has an opening because TSMC capacity is largely taken by Apple and Nvidia, Tesla already placed an order, and Samsung is also benefiting from strong memory/legacy DRAM profits and AI smartphone opportunities. If Qualcomm follows Tesla, Samsung gains a strong growth engine.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 9:29

China opening favors Korean dramas.

China's cultural-content opening remains gradual, but the presidential visit and Chinese leadership comments suggest the Hallyu ban will be resolved step by step. Among cultural sectors, Korean dramas are seen as the clearest beneficiary because they can sell already-produced content to Chinese OTT platforms for incremental revenue; concerts and large performances are more likely to remain centered on Hong Kong rather than mainland China.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 11:02

Foreigners buy Hyundai as physical AI.

Hyundai Motor rose about 13% after CES, which the speaker tied to its robot/physical-AI showcase, and foreign investors have been net buyers of the stock. The speaker suggests foreigners may be viewing Hyundai Motor as a physical-AI play rather than just a conventional automaker.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 11:22

Doosan Enerbility leveraged to nuclear growth.

Doosan Enerbility is a global leader in nuclear power, and foreign investors have been net buyers. If the nuclear power industry continues to grow, the company has meaningful upside potential, although it may take a long time for such earnings to materialize.

Ryu Jong-hoon Reporter 22:03

Doosan Enerbility powers AI data centers.

At CES, Doosan Group presented Doosan Robotics, Bobcat, and Doosan Enerbility together, and Doosan Enerbility showed AI data center energy infrastructure including fuel cells, gas turbines, and SMRs, positioning it as a company that can build clean power infrastructure for AI data centers. Foreign attendees showed strong interest.

Jeong Young-jil Host 23:25

Samsung profit beat, 100T potential.

Samsung Electronics reported preliminary Q4 operating profit of KRW 20 trillion, above consensus in the high-19-trillion range and up about 208% year over year. Because memory prices are much higher in Q1, the speaker sees expectations building that full-year operating profit could exceed KRW 100 trillion.

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3PRO TV (삼프로TV) · Jan 07

This 3PRO TV (삼프로TV) video, published January 07, 2026, features Kwon Soon-woo, Ryu Jong-hoon, Jeong Young-jil discussing 005930.KS, Korean drama content stocks, 005380.KS, 034020.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo, Ryu Jong-hoon, Jeong Young-jil · Tickers: 005930.KS, Korean drama content stocks, 005380.KS, 034020.KS