Hyundai Motor, 2028 Autonomous Vehicles with NVIDIA… 800 Billion Won Stock Buyback | OpenAI Reveals Performance of Its Own Chip 'Jalapeno'… Surpassed NVIDIA GPU | Kwon Soon-woo, 3PRO TV Reporting Team Leader

Summary

Kwon Soon-woo, 3PRO TV reporting team leader, reviews the latest market news. He argues Nvidia and Korean memory names are undervalued or supported by custom AI chip demand, Hyundai Motor's investor day supports a strong autonomous vehicle and production story, and Korean renewable and industrial names such as Hanwha Solutions and LS Electric have company-specific upside. He also discusses OpenAI's custom chip as a positive for HBM suppliers and downplays Chinese memory competition as noise.

• Nvidia earnings beat strongly but the market reaction was muted; the speaker calls Nvidia still cheap.
• Korean memory semiconductor companies could follow Nvidia's pattern and may not need to rest yet.
• OpenAI's custom chip Jalapeno likely uses Samsung HBM4, boosting Korean HBM demand and pricing power.
• Hyundai Motor's investor day highlighted 2030 targets, Nvidia-based autonomous driving, production expansion, and shareholder return.
• YMTC's NAND market-share target is dismissed as IPO valuation noise.
• Regional electricity rate reform and Korea's renewable capacity expansion plan were discussed as backdrops.
• Hanwha Solutions' US solar plant is now producing, supporting fundamental valuation.
• LS Electric's HVDC collaboration with GE Vernova signals Korean industrial leadership.