Memory Price Hike Leads NVIDIA to Raise AI Server Prices | This Week's Monetary Policy Committee...Two Consecutive Hikes vs. Freeze, Expert Evaluations Exactly 5:5 | Kwon Soon-woo, 3PRO TV Reporting Team Leader

Summary

Kwon Soon-woo reviews weekend news including memory price surges forcing NVIDIA and device makers to raise prices, signs of AI data center financing stress via high-yield QTS debt, Samsung's Exynos and 110 trillion won shareholder return, Tesla Korea's record sales pace, and the Bank of Korea's evenly split rate decision. He emphasizes Korean memory makers' pricing power, Samsung's improving LSI/foundry and shareholder return visibility, and Tesla's share gains in Korea. Host Jeong Yeong-jin predicts a BOK hike despite the 50/50 split. The discussion also flags speculative NVIDIA-Rebellions-SK Telecom links and Chinese-linked EV encroachment in Korea's domestic auto market.

• NVIDIA to raise AI server prices about 15% because memory prices surged; Apple and Qualcomm also cite memory cost pressures.
• Kwon sees Korean memory makers as key beneficiaries; Korea is pulling forward memory fab construction plans.
• QTS Realty Trust data center bond yields jumped to 7.2%, raising AI data center profitability and Treasury demand concerns.
• Samsung's Exynos 2700 and foundry price hikes may improve LSI results; 110 trillion won shareholder return is seen as predictable.
• Tesla Korea may exceed 100,000 annual sales; Model Y overtook Kia Sorento as top-selling single model.
• Jensen Huang met Rebellions CEO; SK Telecom is named as a possible beneficiary via speculation.
• BOK decision viewed as 50/50, with host Jeong Yeong-jin predicting a hike while market hopes for freeze amid US yield pressure.