Samsung Electronics-ASML Next-Gen DRAM Alliance…World's First 12-inch Photo Mask Developed | Hyundai Motor Group Contrarian Idea…'Internal Combustion Engine Autonomous Car' to be Made | Kwon Sun-woo 3PRO TV Reporting Team Leader

Summary

Kwon Sun-woo reviews Samsung Electronics' next-generation semiconductor news, including the ASML 12-inch photomask consortium, a Mistral AI design partnership, and a Yokohama advanced packaging lab. He frames the Samsung-ASML development as a Western equipment alliance that widens the gap with China, and sees Hyundai Motor's internal combustion/hybrid autonomous driving push as a contrarian opportunity. He also discusses Korean nuclear power expectations tied to a US investment fund and Hormuz-related geopolitical risks.

• Samsung joined ASML, TSMC, and Intel in a 12-inch photomask consortium and plans 2028 High-NA EUV adoption.
• Kwon argues advanced ASML equipment capability, unavailable to China, widens the Western semiconductor gap versus Chinese DUV-based foundries.
• Samsung's Mistral AI partnership aims to create a proprietary semiconductor design model using Samsung's memory data.
• Samsung's Yokohama advanced packaging lab should speed collaboration with Japanese materials and parts suppliers.
• Hyundai Motor is developing autonomous driving for ICE and hybrid vehicles, targeting an owner-driver market EV-first players cannot easily serve.
• Korean nuclear power equipment is rising on Westinghouse/LNG reactor expectations, but beneficiaries depend on the eventual project owner.
• Middle East and Hormuz tensions lifted oil prices and pressured US equities.