Lee Hae-jin to meet Jensen Huang for North American investment attraction | Samsung Bio's 2.7 trillion big deal…entering the 'golden egg' obesity drug market | Kwon Soon-woo 3PRO TV Reporter [News3]

Summary

3PRO TV reporter Kwon Soon-woo discusses three major market-moving stories: Naver's potential Nvidia Cloud Partner deal via a meeting with Jensen Huang, Samsung Biologics' acquisition of PolyPeptide to enter the obesity drug CDMO market, and the government's stalled retail regulation reforms. He argues that continued AI infrastructure spending supports a near-term buy on Korean memory semiconductors and that both Naver and Samsung Biologics face positive catalysts.

• Naver's founder to meet Jensen Huang, likely to become an Nvidia Cloud Partner, which could spark a stock rebound.
• Samsung Biologics acquires PolyPeptide Group for 2.7 trillion won, entering peptide CDMO and the lucrative obesity drug market.
• Memory chip prices rose overnight as AI infrastructure build-out persists, supporting a short-term bullish call on Korean semiconductor stocks.
• Microsoft will adopt AMD's Helios rack in Azure, illustrating Big Tech's push to diversify away from Nvidia.
• China launches Galaxy Project with 20 AI firms to build an independent AI ecosystem using domestic GPUs.
• Korean government still gathering opinions on easing large supermarket regulations, which have unfairly benefited Coupang and hurt traditional retailers.
• Reporter explicitly recommends buying Korean semiconductor stocks today on the back of positive memory pricing and AI news flow.