SK Hynix Breaks Ground on Indiana Fab... Producing Hundreds of Thousands of 7th Gen HBM Annually | US Strengthens Regulations Targeting Chinese Power Equipment... Trump Signs Executive Order | Kwon Soon-woo, 3PRO TV Reporting Team Leader

SK Hynix Breaks Ground on Indiana Fab... Producing Hundreds of Thousands of 7th Gen HBM Annually | US Strengthens Regulations Targeting Chinese Power Equipment... Trump Signs Executive Order | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News 3]

Watch on YouTube ↗ | August 27, 2026 at 23:24 | 31:09 | 3PRO TV (삼프로TV)

Speakers

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

3PRO TV reporter Kwon Soon-woo reviews overnight news: SK Hynix broke ground on an Indiana HBM packaging fab and sees memory demand as more predictable; Nvidia delivered very strong results and raised forward guidance; Trump signed an executive order targeting Chinese power equipment, benefiting Korean power-equipment suppliers; and the Bank of Korea raised rates preemptively, with Korean bonds and the won reacting constructively.

SK Hynix starts an Indiana HBM advanced packaging fab, expecting direct US customer supply and the first US HBM packaging.
HBM memory is shifting to custom or co-developed products, lowering the risk of a sharp memory downcycle.
Nvidia reports 100% growth, better-than-expected guidance, rising revenue per gigawatt, and stronger grip on neo-cloud and sovereign AI demand.
A US executive order restricts foreign power equipment, effectively targeting Chinese suppliers and creating share opportunities for Korean exporters.
Korean busduct suppliers see sudden data-center orders as on-site generation and grid delays boost demand.
Bank of Korea's preemptive rate hike is viewed as inflation-anchoring, with bond yields falling and room for won appreciation.
Bank of Korea raised domestic growth forecasts to 3.3%, supporting positive Korean macro sentiment.

Ideas

Kwon Soon-woo Reporting Team Lead, 3PRO TV 0:32

Indiana fab strengthens SK Hynix US position.

SK Hynix broke ground on an Indiana HBM advanced packaging fab, the first US HBM packaging facility. It will package DRAM into HBM and directly supply US customers; annual capacity is expected to be hundreds of thousands of wafers, around 20-30% of current DRAM wafer volume, with production starting around Q3 2029. The project strengthens SK Hynix's US supply-chain position and aligns with US economic-security priorities.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 4:52

Custom HBM makes memory demand more predictable.

SK Hynix management said there is still no memory down-cycle signal. In past cycles memory was 100% commodity and demand was hard to predict, causing sharp crashes; now HBM is custom or partially custom and co-developed with GPU customers from the early stage, so memory demand can be matched to customer GPU plans and is far more predictable, reducing the probability of a past-style collapse.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 6:41

Nvidia growth and pricing power remain exceptional.

Nvidia delivered 100% YoY growth and gave stronger forward growth guidance than markets expected. Data center revenue per gigawatt is rising sharply from Hopper to Blackwell to Vera Rubin, implying better pricing power and token efficiency. Management also highlighted that half the market is shifting to neo-clouds and sovereign AI customers that are more Nvidia-dependent, strengthening Nvidia's grip, and rebutted custom cloud ASIC competition by emphasizing Nvidia's portability across all clouds.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 11:58

US rules make Chinese power equipment unattractive.

The US executive order banning certain foreign power equipment is effectively aimed at Chinese power components such as high-voltage cables, substations, and power plant parts. US security agencies view Chinese transformers and inverters as a cyber vulnerability because of remote monitoring and control capabilities, restricting Chinese suppliers' access to US grid and data center infrastructure and making Chinese power equipment less attractive.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 16:21

Korean power equipment benefits from China restrictions.

Korea's power equipment exporters are direct beneficiaries of the US executive order targeting Chinese power equipment. Because Korean companies already export into large-scale US power infrastructure, they stand to gain market share as Chinese suppliers face restrictions, while domestic US-based suppliers such as GE and Siemens are largely unaffected because they are not importing the restricted equipment.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 16:45

Korean busduct suppliers see sudden data-center orders.

As data centers face delayed transmission buildouts, they are increasingly building generation on site and using busduct, a modular power distribution product, inside the data center. Korean busduct makers, previously tier-2 suppliers, are being called into tier-1 roles because of severe supply shortages; orders arrive building-by-building, with each factory order potentially around 200 billion won, giving this old product sudden order growth even though suppliers cannot yet clearly state backlog.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 21:13

Korean bonds, won gain on preemptive hike.

After the Bank of Korea raised rates preemptively, bond yields actually fell as investors saw the move as anchoring long-term inflation expectations. The BOK also lifted its Korean growth forecast to 3.3%, and the governor said the won, while stable, remains above levels Koreans are accustomed to and has room to strengthen further, suggesting constructive conditions for Korean bonds and the Korean won.

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This 3PRO TV (삼프로TV) video, published August 27, 2026, features Kwon Soon-woo discussing 000660.KS, HBM memory sector, NVDA, Chinese power equipment, Korean power equipment exporters, Korean busduct suppliers, Korean government bonds, USD/KRW. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo · Tickers: 000660.KS, HBM memory sector, NVDA, Chinese power equipment, Korean power equipment exporters, Korean busduct suppliers, Korean government bonds, USD/KRW