Compute & Infrastructure
Seoul tightened rules on leveraged ETFs linked to Samsung and SK hynix. This curbs retail whipsaws—but also spotlights how Korea’s market structure can jolt AI compute capex and global HBM timelines.
Regulation & Power
A multi-day blaze at Coupang’s Incheon warehouse is a stress test for Korea’s AI-age safety regime, from SAPA executive liability to black-box data access and design rules for automated sites.
Regulation & Power
Korea’s first hosting of UNESCO’s World Heritage Committee in Busan is not just ceremony—it’s an opening to steer digital heritage, IP, and AI norms with global knock-on effects.
Regulation & Power
Seoul is moving from basic user safeguards to a MiCA-style market rulebook. Expect licensing, custody, stablecoin, and audit data demands that reshape global crypto ops in Korea.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Regulation & Power
Jeju’s trial balloon to let Chinese tourists rent cars after brief training ignited a safety and liability fight. The backlash previews how Korea may govern outsider-heavy mobility, from ride-hailing to AI navigation and autonomous rentals.
Compute & Infrastructure
A Hormuz-linked risk-off hammered Seoul chipmakers while SK hynix’s ADRs jumped, revealing how Korea’s HBM and memory dominance leaves global AI compute exposed to faraway shocks.