AI leaders warn of human extinction... 'We're all going to die at this rate' | Trump: 'Chinese cars can be produced in the US'... Will it become a summit agenda item? | Kwon Soon-woo, 3PRO TV Chief Reporter

AI leaders warn of human extinction…"We're all going to die at this rate" | Trump: "Chinese cars can be produced in the US"…Will it become a summit agenda item? | Kwon Soon-woo, 3PRO TV Chief Reporter [News 3]
Watch on YouTube ↗  |  September 13, 2026 at 23:19  |  32:14  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV
Jung Young-jin — Reporter, The Korea Economic Daily

Summary

Kwon Soon-woo joins the show to discuss three main news items: AI leaders' safety warnings and the debate over slowing AI development, Trump's suggestion that Chinese cars could be made in the US, and Middle East oil-supply risks plus a global central-bank tightening week. The discussion also covers Korean DRAM share loss, Hyundai's autonomous driving roadmap, and the outlook for oil, rates, and KOSPI.

  • AI leaders including Dario Amodei and Sam Altman discuss safety and slowing AI development, while Trump opposes slowing down to keep the US ahead of China.
  • A former Samsung executive expects Korea's DRAM share to fall to 40-50% due to China self-sufficiency and US reshoring, but sees Korea's memory leadership as solid.
  • Trump's proposal to allow Chinese car production in the US could hurt US automakers more than Korean automakers, according to Kwon.
  • Hyundai's autonomous driving roadmap with Nvidia targets Level 2+/2++ by 2028 and its own Atria AI model by 2029.
  • Middle East conflict and the East-West pipeline halt create upward pressure on crude oil prices.
  • This week features rate decisions from 13 central banks, with US CPI at 3.4% and Fed hike odds at 87.3%.
  • KOSPI direction may stay rangebound until the market interprets known macro negatives.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 12:33
Korea DRAM leadership solid despite share loss
A former Samsung Electronics president expects Korea's global DRAM share to fall from about 70% to 40-50% as China pursues domestic self-sufficiency and the US builds essential chip capacity at home, including Micron's New York fab. The decline is driven by national-security and reshoring factors rather than weakened Korean competitiveness, so Korea's memory chip leadership should remain solid over the medium to long term.
KWEB MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 12:45
Micron benefits from US chip reshoring
Micron is building a fab in New York, and the US is likely to produce at least some essential semiconductors domestically regardless of cost. This policy-driven reshoring gives Micron a geographic and jurisdictional advantage and is part of the expected shift in global DRAM share away from Korea.
MU LOW
Kwon Soon-woo Reporting Team Lead, 3PRO TV 16:29
US automakers vulnerable to Chinese cars
If Trump's proposal to let Chinese automakers produce cars in the US is implemented, US automakers could face severe damage because they are already less competitive and autos are highly employment-sensitive. Korean automakers may also be hurt, but the speaker argues US automakers would be hit much harder than Korean producers.
XLY MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 18:34
Hyundai autonomous driving gains scale advantage
Hyundai's autonomous driving roadmap targets Nvidia-based Level 2+/2++ by 2028 and its own Atria AI model by the second half of 2029. Because Hyundai sells far more vehicles than Tesla, it can establish data collection standards, sensor placement, and labeling faster, creating a scale-driven data advantage that should accelerate autonomous driving development once the cycle is reached.
005380.KS MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 24:47
Middle East risk pressures oil higher
Conflict around the Hormuz Strait and Bab el-Mandeb, plus a reported halt of the East-West pipeline after drone attacks, threatens the oil transport route that has helped keep crude prices from spiking. This Middle East supply disruption risk creates upward pressure on oil prices.
WTI MED
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This 3PRO TV (삼프로TV) video, published September 13, 2026, features Kwon Soon-woo discussing KWEB, MU, XLY, 005380.KS, WTI. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: KWEB, MU, XLY, 005380.KS, WTI