US Government Requests Information from Korean Shipbuilders for Warships and Oilers... First RFI | 'World's Best Performance' Samsung Electronics Crumbles Under Morgan Stanley's 'Reduce Semiconductors' | Kwon Soon-woo, 3PRO TV Reporter [News3]

Summary

Kwon Soon-woo reports that the U.S. Defense Department and Navy have formally requested information from HD Hyundai Heavy, Hanwha Ocean, and Samsung Heavy on warship and oiler building capabilities, a first procedural step that could lead to major orders. He also outlines NATO’s emerging joint procurement market worth 15 trillion won. Turning to semiconductors, he strongly rebuts Morgan Stanley’s call to reduce semiconductor exposure, citing record Samsung earnings, ongoing AI investment by hyperscalers like Amazon’s $25 billion bond for data centers, and XAI’s massive chip buying, arguing memory demand is not peaking. Regulatory warnings on leveraged ETFs and China’s DeepSeek developing its own AI chip round out the episode.

• U.S. sends first official RFI to Korean shipbuilders for combat ships and oilers, potentially leading to real orders.
• NATO joint defense procurement market estimated at 15 trillion won; Korea negotiating access framework.
• Korean shipyard capacity is fully booked through 2029–2030, so new demand will squeeze supply and lift prices.
• Morgan Stanley recommends reducing semiconductors and shifting to hyperscalers; Kwon Soon-woo disagrees.
• Kwon highlights Samsung's world-record 89.4 trillion won operating profit and persistent AI memory demand.
• Amazon issues at least $25 billion in bonds to fund AI infrastructure; XAI buying all available chips.
• DeepSeek developing in-house AI chips accelerates China’s independent AI platform and U.S.-China bloc dynamics.
• Financial watchdog warns on leveraged ETF risks amid high volatility.