국제 이슈

공급망 악화 전망 53.4%, 대응책 없는 기업 절반 넘어 미중 무역전쟁이 심화되면서 한국 기업들의 공급망 조달 여건이 지난해보다 악화될 것이라는 전망이 우세하다. 한국무역협회가 실시한 최근 설문조사에 따르면 응답 기업의 절반 이상이 공급망 조달 여건이 악화될 것으로 예상했다. 특히 중견·중소기업이 대기업보다 더 큰 우려를 표명했으며, 가구 및 인테리어 업종이 가장 심각한 위기감을 드러냈다. 이러한 상황에서 한국…

Lotte Global Logistics has unveiled ambitious plans to enter the secondary battery and hydrogen markets as part of its strategy to secure new growth engines. This strategic pivot was announced during the company’s IPO press conference in Seoul’s Yeouido district on April 21, 2025. As South Korea’s logistics landscape continues to evolve, this established player…

South Korea’s SK hynix has achieved a significant milestone by overtaking Samsung Electronics to claim the top position in the global DRAM market during Q1 2025. This historic shift in the memory semiconductor landscape marks a pivotal moment in the industry’s competitive dynamics, reflecting SK hynix’s strategic focus on high-value AI memory solutions. What does…

The South Korean semiconductor sector experienced a notable rally today, with SK Hynix leading the charge by climbing 4.14% to recover the 180,000 won mark. This positive movement comes as investors respond to encouraging signals that the Trump administration may soften its stance on Chinese tariffs. The tech-heavy uplift mirrors similar gains seen in Nvidia…

The son of the sitting US President is set to visit South Korea next week, signaling potential shifts in the economic relationship between the two allies. Donald Trump Jr. will be arriving in Korea at the invitation of Shinsegae Group Chairman Jung Yong-jin, with whom he has maintained a close personal relationship. This high-profile visit…

The semiconductor industry witnessed a significant breakthrough as SK Hynix announced the successful customer certification of its cutting-edge memory solution. This technological advancement promises to reshape data processing capabilities for AI-driven applications and high-performance computing. What does this mean for the competitive landscape of memory solutions and data center economics in the rapidly evolving tech…

Korean investors awoke to fresh optimism today as the Wall Street rally sends positive signals to Seoul’s financial markets. President Donald Trump’s unexpected softening on trade tensions with China has triggered a powerful 2% surge across US indices overnight. This diplomatic pivot comes at a critical moment for Korean exporters caught in the crossfire of…

Apple shares climbed 3.4% to close at $199.74 on April 23, 2025, signaling potential recovery above the $200 threshold after recent volatility. This remarkable rebound comes amid growing optimism about improving trade relations between the United States and China. What does this mean for tech investors and the broader market as geopolitical tensions appear to…

Pope Francis’s visit to South Korea has highlighted a fascinating relationship between the Vatican and two of Korea’s industrial giants. The Pope’s choice of Korean vehicles and the Vatican’s adoption of Samsung technology reveals a growing connection between the Holy See and Korean corporations. What does this partnership mean for Korea’s global brand image and…

South Korea faces a dramatic economic slowdown as the International Monetary Fund cuts its 2025 growth projection from 2.0% to just 1.0%. This stark revision reflects growing concerns about the country’s vulnerability to America’s aggressive tariff policies, which are heavily impacting Korea’s export-dependent economy. With global trade tensions escalating and policy uncertainty rising, what does…