US benchmark rate raised 0.25%p, tightening for the first time in 3 years | "SK Hynix, discussing memory production in the US"...discussing leasing Intel Ohio plant | Kwon Soon-woo, 3PRO TV investigative team leader

Summary

The segment reviews the Fed's 25bp rate hike, the dot plot pointing to at least one more hike, and the muted US market reaction. It also covers reports that SK hynix is discussing US memory production and a possible use of Intel's Ohio fab, with Intel seen as the main near-term beneficiary. Later topics include Korean memory market-share outlook, labor strikes at POSCO, LS Cable, and Micron, and LS Group's AI data-center power-infrastructure strength.

• Fed raised its benchmark rate by 25bp, with most officials projecting one more hike by year-end.
• US equities fell only modestly; the speaker did not treat the hike as a crash signal.
• SK hynix reportedly discussed US memory production and using Intel's Ohio fab; Intel shares rose about 4%.
• A former Samsung semiconductor executive's view was cited: China and the US may take some memory share, but the total market should grow.
• Labor strikes or strike threats at POSCO, LS Cable, and Micron were discussed.
• LS Group's AI data-center and power-infrastructure businesses were highlighted, especially LS Cable's strong earnings and Gaon Cable's already-reflected share price.
• The segment ended before Park Byung-chang joined; no investment ideas from him appeared in the transcript.