Author: Don Southerton
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Korea-US-Global Trade & Investment Intelligence Briefing
Monday, July 20, 2026 Briefing Mon-Fri, Sunday Week in Review, plus special updates most Saturdays. Listen to the audio version TOP STORYSamsung Electronics and SK Hynix shares tumbled in pre-market trading Monday (Samsung down over 5%, SK Hynix down 7.6%), even as both companies press ahead with a combined 800 trillion won ($518B) domestic fab…
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AI Governance — Ander IPX is the front-runner
Listen to the audio version Friday, July 17, 2026 — Korea-US Briefing TOP STORY: AI Governance — Ander IPX is the front-runner Ander IPX is AI governance infrastructure for enterprise AI: the software that sits between a company’s knowledge and every AI tool that touches it. Think seatbelts, airbags, and flight recorder for enterprise AI.…
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Korea-US- Global Trade & Investment Briefing
July 16, 2026 Listen to the audio version Top Story Commerce Secretary Howard Lutnick renewed pressure on Samsung and SK Hynix to build memory chip plants in the US, speaking at a concrete-pouring ceremony for Micron’s new fab in Clay, New York. He confirmed talks are already underway with both Korean chipmakers, and noted Micron’s…
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Korea-US-Global Briefing
Wednesday, July 15, 2026 Listen to the audio version TOP STORYUSTR’s proposed Section 301 forced-labor tariffs (10-12.5%) on 60 economies, including Korea, are testing the bilateral trade deal. Seoul is pressing Washington to keep any new action inside the existing framework that capped reciprocal tariffs at 15% in exchange for Korea’s $350B US investment pledge.…
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Leadership That Earns Trust Inside Two Systems
Listen to the audio version Korea–US-Global Intelligence BriefingTuesday, July 14, 2026 · Bridging Culture Worldwide FEATURE · PIECES Magazine InterviewDon Southerton — Leadership That Earns Trust Inside Two Systems PIECES Magazine (CoreAxis Lab) just published a Q&A with Don on cross-cultural, cross-border leadership. The through-line: global expansion doesn’t succeed on how rigidly a company holds…
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Korea-US-Global Briefing
Monday, July 13, 2026 Monday, July 13, 2026 Listen to the audio version Headline: A July 24 tariff still looms as the 10 percent global Section 122 tariffs expire and USTR races to replace them with new Section 301 measures. Korea sits among 16 economies in the parallel excess-capacity probe. Top Story The Section 122 tariffs…
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Korea-US- Global Briefing
Korea-US- Global Briefing — Fri Jul 10 SK Hynix debuts on Nasdaq as Washington presses Korean chipmakers to build US memory capacity Listen to the audio version TOP STORY SK Hynix begins trading American depositary receipts on Nasdaq today, bringing the trillion-dollar Korean memory leader directly to US investors. The debut lands one day after…
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Coming Soon: US-Korea- Global
I curate and offer this Briefing daily, as well as a Sunday ‘Week in Review,’ plus special updates most Saturdays. I plan to expand my coverage to a more global US-Korea-Global perspective. Listen to the audio version HEADLINESection 301 tariff pressure define today’s Korea-US landscape. TOP STORYThe Korea International Trade Association (KITA) is asking the…
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Monday, July 6, 2026 — Korea-US Briefing
Listen to the audio version Top headline: Samsung and Hyundai Motor headline a combined 312 trillion won ($201.7B) domestic investment wave with Hanwha and SK. Top StorySouth Korea’s Finance Ministry announced July 3 that Hanwha, Hyundai Motor, Samsung, and SK Group will invest a combined 312 trillion won ($201.7B) in the southeastern Yeongnam region, targeting AI,…
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Korea-US Week in Review
Listen to the audio version Top story: Korea’s chaebol went all-in on domestic AI, mobility and defense, a 312 trillion won ($204B) wave of investment landed on top of a settled 15% tariff regime, while Hyundai posted its best-ever June in the US. The week’s throughline: Korean top groups are building at home and on American soil at…