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Analysis DeepSeek disruption and US tariffs could sideline South Korea from AI revolutionThe ROK risks becoming a mere chip supplier for US and Chinese AI giants instead of leading tech innovation The rise of China’s DeepSeek, the return of U.S. protectionism and political instability at home are reshaping South Korea’s artificial intelligence (AI) and semiconductor future. As global supply chains realign around AI, South Korea risks being reduced to a mere supplier of chips for foreign tech giants — forfeiting its ambition to lead the AI revolution. REMAPPING THE SEMICONDUCTOR MARKET DeepSeek, a cutting-edge Chinese AI company, has quickly emerged as a formidable competitor in the global AI sector. The company developed a large language model (LLM) that rivals OpenAI’s GPT series at a fraction of the cost. DeepSeek researchers © Korea Risk Group. All rights reserved. |





