Tesla Robotaxi 'Eyes' Exclusively Supplied by Samsung and LG... Korean Parts Companies Riding AI Wave See Record Boom | Industrial Electricity Rates to Be Differentiated and Lowered in H2 Across 4 Regions | Kwon Soon-woo, 3PRO TV Reporting Team Leader

Tesla Robotaxi 'Eyes' Exclusively Supplied by Samsung and LG... Korean Parts Companies Riding AI Wave See Record Boom | Industrial Electricity Rates to Be Differentiated and Lowered in H2 Across 4 Regions | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
Watch on YouTube ↗  |  August 04, 2026 at 23:31  |  33:10  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo reports on bullish US analyst coverage for SK Hynix with targets up to $320, Samsung Electro-Mechanics and LG Innotek exclusively supplying camera modules for Tesla's Cybercab robotaxi, and Doosan Enerbility benefiting from AI data center gas turbine orders. He also covers planned industrial electricity rate cuts, nuclear plant approvals, and critiques of real estate tax policy.

  • US banks initiate coverage on SK Hynix; price targets suggest over 100% upside due to AI-driven supply shortage until 2028.
  • Samsung Electro-Mechanics and LG Innotek to supply all camera modules for Tesla's fully autonomous Cybercab, validating their sensor technology.
  • Doosan Enerbility wins gas turbine orders from US big tech for AI data centers, with strong follow-on demand.
  • Government to differentiate and lower industrial electricity rates across four regions, aiding steel, petrochemical, and data center projects.
  • Nuclear power plant continued operation and new build approvals expected, benefiting nuclear-related companies.
  • Real estate mortgage loans exceed annual targets early, triggering concerns over further tightening and policy gaps.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:12
SK Hynix seen doubling on supply shortage.
Multiple US investment banks have initiated analyst coverage on SK Hynix with strong buy ratings and target prices as high as $320, implying over 100% upside from current levels. The reports highlight a supply shortage that could persist until 2028, driven by AI demand. The recent stock weakness was due to technical supply factors, not fundamentals, creating a buying opportunity.
000660.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 5:14
Samsung Electro-Mechanics, LG Innotek win Tesla robotaxi cameras.
Samsung Electro-Mechanics and LG Innotek have secured an exclusive deal to supply all camera modules for Tesla's fully autonomous Cybercab robotaxi, which relies solely on vision with no other sensors. This validates their world-class camera module technology for high-stakes autonomous driving and positions them for substantial volume if Tesla meets its 2 million annual production target, with downstream robotics applications via Optimus.
009150.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 10:10
Doosan Enerbility gas turbines ordered for US data centers.
Doosan Enerbility's gas turbines are being adopted by US big tech companies for AI data center power generation. After an initial trial, the company has received strong follow-on orders, reflecting Elon Musk/Tesla's pattern of aggressively deploying Korean suppliers once proven, and signaling a major new revenue stream from the AI infrastructure buildout.
034020.KS MED
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This 3PRO TV (삼프로TV) video, published August 04, 2026, features Kwon Soon-woo discussing 000660.KS, 009150.KS, 034020.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 000660.KS, 009150.KS, 034020.KS