US Considers $1 Trillion Treasury Buybacks… Desperate Effort to Control Rates | 'Memory Also Calculates' Samsung's Bold Move… Hynix's 20-Stack HBM | Kwon Sun-woo, 3PRO TV Head of Reporting Team

Summary

Kwon Sun-woo reviews US Treasury efforts to cap long-term rates via possible $1 trillion buybacks, then breaks down AI memory competition between Samsung and SK hynix, including YMTC IPO risk and Nvidia's open-weight model investment. He also discusses reports that Korean firms may take a Westinghouse stake as the US builds out nuclear power.

• US Treasury is considering using its roughly $1 trillion general account for long-duration Treasury buybacks, with initial buybacks near $40bn, to calm long-term yields.
• Samsung is developing memory that performs some computation in the base die, leveraging its foundry capability.
• SK hynix is pushing 20-stack HBM with packaging strength and its Nvidia partnership.
• YMTC's upcoming listing may generate headline risk for Korean memory names, but the speaker does not see fundamental displacement.
• Nvidia is investing in the open-weight AI model ecosystem to counter closed-model chip efforts.
• US nuclear expansion plans may create entry opportunities for Doosan and Hyundai Construction through Westinghouse stake participation.