Choi Tae-won: 'Next year, AI chip demand will surge 60-100%... It's pandemonium' | Deepseek Shock Part 2... China's Kimi K3 surpasses Gemini | Reporter Kwon Soon-woo, 3PRO TV [News3]

Summary

Kwon Soon-woo reports on SK Group Chairman Choi Tae-won's explosive AI chip demand forecast and tight memory supply, the shock from China's Kimi K3 open-source AI model surpassing Gemini, a major US defense ship order for Hanwha's Philly Shipyard, and HD Hyundai's early move into floating data center structures. The overriding market message is that AI demand will keep memory, power infrastructure, and select Korean shipbuilders on an upward trajectory.

• Choi Tae-won projects 60–100% growth in AI chip demand next year with almost no new fab supply, creating a massive memory shortage
• China's Kimi K3 AI model matches top-tier closed models on performance at much lower cost and is open-source, intensifying global AI competition
• Cheaper AI models are expected to drive higher token usage and data center demand, adding to memory and infrastructure needs
• Philly Shipyard (Hanwha Ocean) wins an estimated $3bn order for two Golden Dome support ships, boosting US Navy exposure
• HD Hyundai Heavy Industries partners with Kiewit to pursue floating data center structures, signaling a new marine demand theme
• AI-driven bottlenecks are already visible in power equipment, cables, and submarine cables, pointing to further investment in electrical infrastructure
• Korea's nuclear energy expansion gains policy momentum, though no immediate tradable expression is named in the segment