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Analysis

Samsung’s record profit exposes limits of South Korea’s industrial autonomy
Analysis

Samsung’s record profit exposes limits of South Korea’s industrial autonomy

Third quarter profit surge driven by AI demand amid US and Chinese regulations that confine Seoul’s industrial strategy

Samsung’s record profit exposes limits of South Korea’s industrial autonomy
John LeeJohn Lee October 14, 2025
South Korea’s AI ambitions run up against infrastructure and governance failings
Analysis

South Korea’s AI ambitions run up against infrastructure and governance failings

Science ministry audit reveals weak data systems and coordination problems that threaten Seoul’s AI leadership goals

South Korea’s AI ambitions run up against infrastructure and governance failings
John LeeJohn Lee October 13, 2025
US deterrence doctrine increasingly puts South Korea in China’s crosshairs
Analysis

US deterrence doctrine increasingly puts South Korea in China’s crosshairs

Pentagon official’s testimony ties ROK arsenal to broader regional deterrence, not just efforts to counter North Korea

US deterrence doctrine increasingly puts South Korea in China’s crosshairs
Jeongmin KimJeongmin Kim October 10, 2025
China’s rare earth controls collide with US tariffs, stranding South Korea
Analysis

China’s rare earth controls collide with US tariffs, stranding South Korea

Beijing’s export licenses and Washington’s reciprocal trade laws leave Korean firms exposed to two incompatible regimes

China’s rare earth controls collide with US tariffs, stranding South Korea
John LeeJohn Lee October 9, 2025
South Korea’s arms export boom faces hard political limits in Europe
Analysis

South Korea’s arms export boom faces hard political limits in Europe

Political trust and Ukraine alignment now weigh more heavily than price or speed in Europe’s defense procurement drive

South Korea’s arms export boom faces hard political limits in Europe
Joon Ha ParkJoon Ha Park October 8, 2025
China’s stance and US volatility converge to raise South Korea’s security risks
Analysis

China’s stance and US volatility converge to raise South Korea’s security risks

Pacific Forum survey shows China’s positions unchanged while Washington’s inconsistency undermines alliance trust

China’s stance and US volatility converge to raise South Korea’s security risks
John LeeJohn Lee October 7, 2025
Takaichi’s rise to power poses critical test for fragile South Korea-Japan ties
Analysis

Takaichi’s rise to power poses critical test for fragile South Korea-Japan ties

Conservative set to be Japan’s next leader risks clashing with Lee Jae-myung, as nationalism endangers cooperation

Takaichi’s rise to power poses critical test for fragile South Korea-Japan ties
John LeeJohn Lee October 6, 2025
Lee Jae-myung’s self-reliant defense plan undermined by dependence on US systems
Analysis

Lee Jae-myung’s self-reliant defense plan undermined by dependence on US systems

Plan for military sovereignty relies on satellites, drones and networks that remain years from full capability

Lee Jae-myung’s self-reliant defense plan undermined by dependence on US systems
Joon Ha ParkJoon Ha Park October 2, 2025
South Korea turns to Europe to hedge against exploitative US trade policy
Analysis

South Korea turns to Europe to hedge against exploitative US trade policy

Seoul is quietly accelerating defense, research and climate partnerships with the EU in strategic push to diversify ties

South Korea turns to Europe to hedge against exploitative US trade policy
Anthony MichellAnthony Michell September 30, 2025
US chip tax threatens to render meaningless South Korea’s $350B trade deal
Analysis

US chip tax threatens to render meaningless South Korea’s $350B trade deal

Proposed trade controls on imported electronics show no agreement can restrain Trump administration’s protectionism

US chip tax threatens to render meaningless South Korea’s $350B trade deal
John LeeJohn Lee September 29, 2025
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