Jensen Huang, who entered the laptop market, now has companies buzzing over a 'samgyeopsal meeting' | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]

Summary

Kwon Soon-woo from 3PRO TV discusses Nvidia's RTX Spark AI PC launch, which he believes will require four times more memory per device, boosting demand for Korean memory makers like Samsung Electronics and SK Hynix. He also highlights that DRAM prices are rising sharply, with TrendForce forecasting Q2 pricing up 58-63% QoQ. The segment covers Korea's record export data and the lack of market liquidity despite strong fundamentals. Kwon explains that while memory dominates, other sectors like cosmetics are posting strong earnings but remain ignored by investors.

• Nvidia unveiled the RTX Spark AI PC laptop with its own CPU, challenging Intel/AMD/Qualcomm.
• The AI PC requires 4x more memory than current PCs, driving demand for Korean memory makers.
• TrendForce reported Q1 DRAM revenue up 81% QoQ and expects Q2 prices to rise 58-63%.
• Korea's exports hit a record $87.75 billion in May, with a trade surplus over $100 billion in 5 months.
• Kwon notes that Korean market lacks liquidity despite strong exports, with only memory stocks attracting heavy flows.
• Cosmetics companies are recording all-time high earnings but are overlooked by investors.
• Nvidia CEO Jensen Huang met with Korean tech leaders including Samsung and SK Hynix executives.