60 Trillion Won Canada Submarine Goes to German TKMS, Hanwha Eliminated…NATO Barrier Rises | Honam Semiconductor on Military Airport Site…Japan and Micron Also Expand, Speed War | Kwon Soon-woo 3PRO TV Reporter

Summary

Kwon Soon-woo covers the loss of Canada's submarine contract to German TKMS over Hanwha Ocean, the selection of a military airport site for a new semiconductor fab to speed up memory capacity, and a new rule requiring minority shareholder consent for spin-off listings. He expresses bullish views on Korean defense stocks ahead of expected NATO contract announcements, and on Samsung Electronics as it accelerates memory supply to sustain AI demand.

• Canada awards 60 trillion won submarine contract to TKMS; Hanwha Ocean becomes backup amid geopolitical considerations.
• Korean defense sector poised to benefit from upcoming NATO large-scale defense contract announcements.
• Gwangju military airport site chosen for a semiconductor fab to expedite construction using already-flattened land.
• Samsung Electronics reports 8.94 trillion won operating profit, beating consensus, with memory demand remaining robust.
• To sustain AI ecosystem demand, memory makers must rapidly expand supply to bring down currently high margins.
• Micron is quickly expanding in Hiroshima with Japanese government subsidies, intensifying the speed war.
• New rule caps major shareholder voting rights at 3% for spin-off listings, strengthening minority shareholder protection.