Chips and ships: India’s bid to deepen South Korea ties faces tough obstacles



Analysis Chips and ships: India’s bid to deepen South Korea ties faces tough obstacles Unreliable infrastructure and limited Korean investment stall industrial partnership growth despite diplomatic meetings Abhishek SharmaSeptember 3, 2025 SHARE COPY LINK FACEBOOK X LINKEDIN MASTODON ROK President Lee Jae-myung meets with Indian Prime Minister Narendra Modi on the sidelines of the G7 summit, June 18, 2025 \| Image: ROK Presidential Office India’s push to secure industrial supply chains in semiconductors and shipbuilding has created an opening for a deeper strategic partnership with South Korea, but lingering gaps in political commitment, infrastructure readiness and corporate alignment continue to limit progress. South Korea’s foreign minister Cho Hyun met Indian external affairs minister Subrahmanyam Jaishankar on Aug. 12 for their first bilateral talks, following a July visit to New Delhi by former Prime Minister Kim Boo-kyum and a meeting between President Lee Jae-myung and Prime Minister Narendra Modi during the sidelines of the G7 summit in June. The meetings marked a decade since the © Korea Risk Group. All rights reserved. No part of this content may be reproduced, distributed, or used for commercial purposes without prior written permission from Korea Risk Group. LATEST ANALYSIS 01Why South Korea cannot rebalance growth without stronger regional clusters 02Samsung, SK Hynix rejection exposes South Korea’s chip-grid financing problem 03Trump’s Cheongung social media post tests Seoul’s refusal to arm to Ukraine 04Lee Jae Myung risks public trust as South Korea rewires its justice system 05South Korea turns to Central Asia as Iran war tests its energy resilience 06Houthi seizure of Mokha sharpens South Korea’s Hormuz deployment dilemma 07Japan’s stronger yen may cut Korea’s import bill while raising funding costs 08South Korea leans on Europe as Hormuz deployment choices grow narrower

Analysis

Chips and ships: India’s bid to deepen South Korea ties faces tough obstacles

Unreliable infrastructure and limited Korean investment stall industrial partnership growth despite diplomatic meetings

Abhishek SharmaSeptember 3, 2025

Chips and ships: India’s bid to deepen South Korea ties faces tough obstacles

ROK President Lee Jae-myung meets with Indian Prime Minister Narendra Modi on the sidelines of the G7 summit, June 18, 2025 | Image: ROK Presidential Office

India’s push to secure industrial supply chains in semiconductors and shipbuilding has created an opening for a deeper strategic partnership with South Korea, but lingering gaps in political commitment, infrastructure readiness and corporate alignment continue to limit progress.

South Korea’s foreign minister Cho Hyun met Indian external affairs minister Subrahmanyam Jaishankar on Aug. 12 for their first bilateral talks, following a July visit to New Delhi by former Prime Minister Kim Boo-kyum and a meeting between President Lee Jae-myung and Prime Minister Narendra Modi during the sidelines of the G7 summit in June.

The meetings marked a decade since the

Chips and ships: India’s bid to deepen South Korea ties faces tough obstacles

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Abhishek Sharma