I'll buy equipment, please make memory... Big techs courting SK hynix | Hyundai Motor robots protecting the country? | Kwon Soon-woo, 3PRO TV News Coverage Team Leader

“장비 사줄게 메모리 좀…” 하이닉스에 구애하는 빅테크들 | 나라 지키는 현대차 로봇? | 권순우 삼프로TV 취재팀장 [뉴스3]
Watch on YouTube ↗  |  May 10, 2026 at 23:51  |  34:33  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo reviews major market-moving news including big techs offering to fund SK hynix's capacity expansion, NVIDIA's $3B investment in Corning for optical fiber, and Doosan's aggressive semiconductor materials ramp. Also covered are Hyundai Motor's military robotics deployment and SKC's glass substrate progress. The discussion highlights supplier power in the memory and semiconductor materials supply chain.

  • Big techs propose buying equipment for SK hynix due to memory shortage.
  • NVIDIA invests $3 billion in Corning to expand optical fiber capacity.
  • Doosan expands copper clad laminate production and acquires SK Siltron.
  • SKC's subsidiary Absolics gets validation from AMD and AWS for glass substrates.
  • Hyundai Motor partners with military for non-combat robotic platforms.
  • Lotte Energy Materials converts battery foil lines to circuit foil for AI demand.
  • Talent departure at Hyundai's robotics lab raises concerns about commitment.
  • Overall semiconductor supply chain shows strong demand and pricing power.
Trade Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 11:45
Big techs funding Hynix capacity expansion.
SK hynix is in a supplier-favorable market as major tech companies offer to buy equipment and build factories to secure memory supply, indicating strong demand and pricing power, though the company is cautious about long-term dependence.
000660.KS MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 17:55
Doosan expanding semiconductor materials supply chain.
Doosan is aggressively expanding its semiconductor materials and equipment supply chain, including copper clad laminate production and acquiring SK Siltron, to capture AI-driven demand, with production capacity ramping up significantly.
Doosan MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 21:38
SKC glass substrate validation from AMD/AWS.
SKC's subsidiary Absolics is nearing commercialization of glass substrates for AI chips, and recent validation from AMD and AWS plus NVIDIA's Corning investment could accelerate adoption, making SKC a beneficiary.
011790.KS LOW
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This 3PRO TV (삼프로TV) video, published May 10, 2026, features Kwon Soon-woo discussing 000660.KS, Doosan, 011790.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 000660.KS, Doosan, 011790.KS