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Haeyoon Kim 김혜윤

@haeyoonkim.bsky.social
360 followers 145 following 507 posts

Korea Tech & Trade Watch: koreattw.substack.com

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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 02/10/2026
"Trump also said on Friday that the US trade deal with South Korea includes $8.4 billion for a ​project to push out crude from an aging oilfield, although state-supported Yonhap news agency reported ​that an official from Seoul's industry ministry was surprised by the claim."
reuters.com
Trump says he did not 'jump the gun' on South Korea Alaska LNG investment announcement
US President Donald Trump said on Friday he did not "jump the gun" on announcing a South Korean investment in Alaska LNG, a liquefied natural gas project that has been planned for decades but still la...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 02/10/2026
U.S. House Select Committee on China Chair John Moolenaar warned that South Korea’s growing alignment with China could strain U.S.-Korea ties, citing Korea's chip investment in China, alleged discrimination against U.S. firms, criticism of U.S. forces, and remarks on Taiwan.
chinaselectcommittee.house.gov
Moolenaar: South Korea Putting Indispensable Alliance with U.S. At Risk
Chairman John Moolenaar of the Select Committee on China has sent a letter to Secretary of State Marco Rubio raising concerns about South Korea's growing alignment with China, which could undermine it...
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Reposted by Haeyoon Kim 김혜윤
Simon Lester @simonlester.com · 01/10/2026
“It is most significant on a vibes level,” said Mackenzie Arnold, managing director of US Law & Policy at LawAI. “It is not granting authority to an agency . . . to actually put in place standards with teeth.”
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 01/10/2026
Update from Seoul: "[President] Lee... said that participation in the Alaska LNG project was dependent on its financial viability and legal compliance. He added that investments in nuclear power plants would also require assessment of commercial viability on a plant-by-plant basis."
cnbc.com
South Korean President Lee pushes back on Alaska LNG project after Trump touts Seoul's participation
The U.S. announced plans for up to $200 billion in South Korean investment, though Seoul has yet to finalize the participation in the Alaska LNG project.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 01/10/2026
The Fact Sheet is out, and the Alaska LNG project looks less concrete than the White House remarks suggested earlier today. Commerce Secretary Lutnick spoke of “just over $50 billion invested in Alaska for the Alaska LNG project," but that figure does not appear in the document.
commerce.gov
Fact Sheet: Korea and the United States Announce Historic Strategic Investment Projects
The announcement of the strategic investment project (“Project Star”), the Korea - U.S. Nuclear Power Plant Projects (“Project Power”), and a plan to work together on the Alaska LNG project (“Project ...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 30/09/2026
Why didn't anyone in the room press President Trump or Secretary Lutnick on the fact that, regarding the Alaska LNG project, the South Korean government has only said it is considering the project and has not confirmed that it approved funding?
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 30/09/2026
Update from @politico.com: "But the S Korean govt has only said that it is considering the Alaska project and has not confirmed that it approved funding — which would go well beyond the $20 billion cap that Korea’s National Assembly put in place in March for annual outbound investment to the U.S."
politico.com
Trump set to unveil $54B South Korean investment in Alaska LNG
The Korean government has yet to confirm funding for the project.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 30/09/2026
"President Trump could announce as soon as Wednesday his administration intends to tap South Korea's pledged strategic investment package for about $54 billion to build a LNG facility in Alaska... Alaska has become a central stage for Republicans battling to maintain control of the US Senate..."
reuters.com
Trump set to tout Korean investment in Alaska LNG, other projects, sources say
President Donald Trump could announce as soon as Wednesday his administration intends to tap South Korea's pledged strategic investment package for about $54 billion to build a liquefied natural gas f...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 29/09/2026
Huang, speaking at a discussion following the Korea Society’s annual gala in New York last night, said, “AI is not a living creature. It is just software that performs the task it is given.” He added that AI “has less self-awareness than a pet rock, so it does not spiral out of control on its own.”
en.sedaily.com
Nvidia CEO Says AI Has Less Self-Awareness Than a Pet Rock
Nvidia CEO Jensen Huang said AI has less self-awareness than a pet rock, dismissing doom warnings, as he received the Van Fleet Award in New York.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 25/09/2026
Lee’s response to Zelenskyy’s announcement: “I do not know the circumstances behind Ukraine’s decision to break the non-disclosure agreement and make this public, but it is deeply regrettable.”
chosun.com
President Lee Regrets Ukraine's Repatriation Disclosure; Ukraine Defends Transparency
President Lee Regrets Ukraines Repatriation Disclosure; Ukraine Defends Transparency Ukrainian Office Calls Secret Transfer Strange as South Korean Opposition Questions Seouls Silence
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 25/09/2026
Game changer
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 24/09/2026
"Xi also announced that China will invite 100,000 American youth to come to his country for studies and exchanges in the next five years and that China will send two pandas to the zoo in Atlanta." Not sure if that's the best trade. 🙄
apnews.com
Trump hails deep friendship with Xi as China's leader urges 'healthy' competition between 2 powers
President Donald Trump is hailing the “truly great friendship” he's forged with Xi Jinping as the Chinese leader began his highly anticipated state visit at the White House.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 23/09/2026
Zelenskyy at the UN General Assembly: "Recently we sent two North Korean prisoners of war to the Republic of Korea [South Korea]."
youtube.com
Виступ Володимира Зеленського на Генеральній асамблеї ООН
YouTube video by Офіс Президента України
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 23/09/2026
Happy to be quoted in @financialtimes.com on what is expected to become S Korea’s first US-bound project under its $350 billion investment deal with the Trump administration, a multibillion-dollar gas-fired power plant in Encinal, Texas, and the limits of Seoul’s “commercially reasonable” safeguard.
ft.com
South Korea bets on Texas gas plant to satisfy Donald Trump
Seoul to fund $22bn power plant as pressure mounts to deliver on $350bn investment deal
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 21/09/2026
So here come the AI Force and a high IQ AI Czar.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 18/09/2026
"Instead of a combat deployment, Mr. Lee noted that Seoul is considering expanding the operational scope of a South Korean navy destroyer and its support ships currently stationed off the coast of Somalia for antipiracy operations."
nytimes.com
Rejecting Trump, South Korean Leader Says He Will Not Send Troops to Iran
President Lee Jae Myung’s comments followed President Trump’s repeated demand for “a little hand” from South Korea, a decades-old American ally.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 16/09/2026
"Under one potential scenario, SK Hynix would lease part of Intel's ‌long-planned chipmaking facility in Ohio, they said. Under another scenario, it could form a venture with Intel and major cloud firms that are keen to lock in memory chip supplies, two of the people said."
reuters.com
EXCLUSIVE: SK Hynix in talks with Intel about deal to make memory chips in US for the first time, sources say
SK Hynix is in talks with Intel about a deal that would see ​the South Korean company manufacture memory chips on U.S. soil for the first time, three people familiar with the discussions said.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 16/09/2026
S Korea's first U.S.-bound investment announcement reportedly delayed over three issues: 1. Washington’s push for greater investment in a Texas gas-fired power plant; 2. Seoul’s bid for a larger Westinghouse stake and board seat; 3. Seoul’s concerns over the Alaska LNG project’s commercial viability
koreajoongangdaily.com
Inside the Korea-U.S. $200 billion investment package tug-of-war
Seoul delayed its U.S. investment package as disputes persist over a Texas power plant, a Westinghouse stake and Alaska liquefied natural gas.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 15/09/2026
“Administrative claims on behalf of the workers... have started to be filed with nine federal agencies... The Department of Homeland Security, Immigration and Customs Enforcement, Customs and Border Protection, the FBI and the Departments of Justice and Labor were among the agencies, it added.”
reuters.com
South Korean workers challenging Trump administration over Georgia raid, CNN reports
More than 300 South Korean workers who were detained in last year’s immigration raid at a Hyundai ​electric-vehicle manufacturing plant in Georgia are challenging the ‌U.S. government, CNN reported on...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 11/09/2026
Also note that it primarily covers "state secrets." The catch is that chip recipes and battery formulas may not always qualify — they're often treated as company trade secrets, which can put them outside this expanded espionage law.
bloomberg.com
South Korea Ramps Up Spy Law to Protect Chip Secrets From China
South Korea is tightening its defenses against industrial espionage with a revised law on spying taking effect this weekend, as the home of global chip giants Samsung Electronics Co. and SK Hynix Inc....
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Reposted by Haeyoon Kim 김혜윤
Simon Lester @simonlester.com · 08/09/2026
A subtle way for Canada to retaliate without hurting itself economically would be to file a USMCA Chapter 31 complaint against the Section 338 tariffs, thereby forcing the already overworked USTR staff to spend time litigating.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 08/09/2026
S Korea wants memory fabs at Gwangju Air Base, where parts of the base are provided to U.S. forces under SOFA. At the same time, Washington is pressing Samsung and SK Hynix to build memory in America, warning of "targeted" chip tariffs. Competing industrial policies risk becoming an alliance issue.
koreattw.substack.com
When Memory Fabs Become an Alliance Issue: South Korea’s Gwangju Chip Dilemma
Since South Korea unveiled its plan to clear Gwangju Air Base and turn it into a major semiconductor complex, the project has become more than a question of domestic industrial policy.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 02/09/2026
“'That’s what you should look for in semiconductors: If you build in America, we will give you tariff relief, and if you don’t build in America, you will pay tariffs,' Lutnick said. 'That’s pretty much a very sensible way of doing things, and it’s working.'”
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 02/09/2026
American Company Before U.S. Congress, Korean Platform in U.S. Court? At yesterday’s first hearing in a U.S. class action over Coupang’s data leak in South Korea, the company urged the Eastern District of New York to dismiss the case for lack of jurisdiction.
hani.co.kr
로비할 땐 ‘미국 기업’ 쿠팡, 집단소송 법정선 ‘한국 플랫폼’ 이중잣대
쿠팡의 대규모 개인정보 유출 사태와 관련한 미국 집단소송의 첫 심리에서 중요 쟁점인 재판 관할권을 놓고 치열한 공방이 이뤄졌다. 쿠팡은 미국 정·관계를 대상으로 한 로비 활동을 할 때는 ‘미국 기반 기업’이라는 점을 부각해 왔지만, 이날 법정에선 한국 고객을 대상으로
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 31/08/2026
On potential retaliatory tariffs on South Korea over Coupang, House Judiciary Committee member Rep. Michael Baumgartner (R-WA) said, “President Trump has been very vocal about fairness for American companies and not getting ripped off. So yeah, I think [Trump’s response] could be significant.”
cnbc.com
Coupang dispute fuels new U.S. tariff pressure on South Korea
South Korea's dismissal of Congress' allegations that it discriminated against U.S.-based Coupang is straining the country's ties with the U.S., sources said.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 28/08/2026
Senator Bernie Moreno (R-Ohio) sent a letter to U.S. Trade Representative Jamieson Greer urging a formal investigation, including potential Section 301 tariffs, into South Korea’s aggressive regulatory campaign against American companies such as Coupang.
moreno.senate.gov
Moreno Calls for Investigation Over South Korea’s Exploitation of American Businesses - Senator Moreno
WASHINGTON – Today, Senator Bernie Moreno (R-Ohio) sent a letter to United States Trade Representative Jamieson Greer calling for a formal investigation, including potential Section 301 tariffs, into ...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 27/08/2026
Korea Tech & Trade Watch just passed 300 subscribers and 12.9K total views! A modest milestone, but one I’m proud of in such a niche space covering economic security, supply chains, and tech and trade policy, with a focus on South Korea. Thanks for reading! Subscribe here: koreattw.substack.com
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 26/08/2026
Carney’s “middle powers should unite against Trump” sounds compelling, but who exactly are the middle powers? The G7 minus the U.S.? The G20 minus the U.S. and China — Russia included? And if we mean pro-trade democracies, does Brazil make the cut?
politico.eu
The trade war came too soon for Mark Carney’s middle powers alliance
The Canadian prime minister called for pro-trade democracies to resist great-power coercion together. Seven months later, he is largely fighting Trump alone.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 25/08/2026
The U.S. has reportedly proposed that South Korea acquire an equity stake in Westinghouse Electric Corporation. Washington is working with Westinghouse to begin construction of 10 U.S. nuclear reactors by 2030 to support AI infrastructure and is seeking Korean capital and construction expertise.
hankyung.com
[단독] 美 '웨스팅하우스 지분 인수' 韓에 제안
[단독] 美 '웨스팅하우스 지분 인수' 韓에 제안, 한전, 공동 지분투자 검토…'팀코러스' 부상 美, 원전 10기 건설에 韓 자본·시공력 끌어들일 포석 지재권 족쇄 풀 기회…대미투자펀드 활용 등 거론
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 23/08/2026
"Trump can hurt Canada more than Canada can hurt Trump... But wars are not decided only by the question Who can inflict more pain? Wars are also decided by the question Who can endure more pain? Trump’s failure to accept this truth is why he lost the Iran war—and why he is losing his trade wars."
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 23/08/2026
"'Tariffs are helping accelerate our localization plan. That's very, very simple,' he [CEO Muñoz] said. 'The good thing is that we had already started before tariffs were announced. So in a way it's helping us to accelerate.'"
cnbc.com
Hyundai considering U.S. production increase at new Georgia plant, CEO tells CNBC
The potential capacity increase would be part of Hyundai's plan to invest $26 billion in the U.S. through 2028, Hyundai CEO José Muñoz told CNBC.
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Reposted by Haeyoon Kim 김혜윤
Simon Lester @simonlester.com · 22/08/2026
FWIW, Greer's comments on the trade talks breaking down are here: www.foxnews.com/video/640387...
foxnews.com
US hits Canada's with new 50% tariffs | Fox News Video
U.S. Trade Representative Jamieson Greer discusses the collapse of U.S.-Canada trade talks and new 50% tariffs on ‘Fox & Friends Weekend.’
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 21/08/2026
SK hynix is reportedly weighing a multi-billion-dollar memory fab in Miyagi — it would be the first Korean chipmaker to build a production base in Japan. Yongin and Honam projects in Korea still proceed as planned. But with Washington pushing for US fabs, the Japan move could sharpen those demands.
hani.co.kr
[단독] SK하이닉스, 일본에 반도체 공장 짓는다
에스케이(SK)하이닉스가 일본 동북부 미야기현에 수십조원을 들여 메모리 반도체 생산 공장(팹)을 짓는 방안을 추진하고 있는 것으로 확인됐다. 한국 반도체 기업이 일본 내 현지 생산 기지를 조성하기 위해 대규모 투자를 단행하는 첫 사례다. 다만, 일본 투자가 가시화함에
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Reposted by Haeyoon Kim 김혜윤
Michael Geist @mgeist.bsky.social · 19/08/2026
What does "digital trade alignment" in the Canada-U.S. deal mean? Canada has already conceded on DST and streaming payments. Reversing on news links likely. But what about limits on data governance? C-22 encryption? C-34 age verification? Access to frontier AI? www.michaelgeist.ca/2026/08/digi...
michaelgeist.ca
Digital Trade Alignment: What May Be in Play in the Canada-U.S. Trade Deal - Michael Geist
Less than two hours before new U.S. tariffs on Canada were set to take effect, U.S. President Trump last night announced a three-day pause, claiming there is a deal “subject to the finalization of doc...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 19/08/2026
A universal income experiment in Taiwan: "The government would allocate NT$235.7 billion (US$7.4 billion) in next year’s budget to fund a NT$10,000 (US$314) cash payment for every citizen next year as the economy continues to grow, President William Lai (賴清德) announced yesterday."
taipeitimes.com
Lai announces NT$10,000 cash handout - Taipei Times
The government would allocate NT$235.7 billion (US$7.4 billion) in next year’s budget to fund a NT$10,000 cash payment for every citizen next year as the economy continues to grow, President William L...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 19/08/2026
Alleged organized theft of Samsung technology by CXMT: A former Samsung engineer testified that CXMT, China’s largest DRAM maker, “intended from the beginning” to obtain Samsung’s semiconductor technology. He reportedly leaked Samsung’s 18nm DRAM process technology after joining CXMT in 2016.
pulse.mk.co.kr
Ex-Samsung employee says CXMT ordered theft of chip technology - 매일경제 영문뉴스 펄스(Pulse)
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 19/08/2026
"Trump has privately discussed setting up an in-person discussion with Kim during the president’s next trip to Asia, the officials said, which could happen in November when world leaders gather at the Asia-Pacific Economic Cooperation in Shenzhen, China."
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 18/08/2026
[JoongAng Daily Exclusive] U.S. Pushes Memory Chips as Korea’s First U.S. Project After Seoul Announces Honam Investment. Details in English in the comments.
joongang.co.kr
[단독] 미국 “대미투자 1호, 메모리 달라”…호남 투자 발표 뒤 압박 | 중앙일보
미국, 대미투자 1호로 메모리 반도체 요구하며 압박
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Reposted by Haeyoon Kim 김혜윤
Tom Nichols @radiofreetom.bsky.social · 17/08/2026
"Scaling back the exercise is, of course, an insane decision, which does nothing but hurt an ally, and tempt an adversary to think—correctly—that American leadership is feckless." www.theatlantic.com/ideas/2026/0...
theatlantic.com
Trump Will Make South Korea Pay For His Iran Humiliation
His rage is driving him to make irrational policy choices.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 18/08/2026
You read him, @simonlester.com "President Donald Trump is reprising his first-term threats to pull the U.S. back from South Korean military exercises in part because of frustrations over the pace of Seoul’s $350 billion investment pledge, according to three people familiar with the discussions."
politico.com
‘Not the way it works’: Korea’s miscalculation on trade may cost them on security
The president’s decision to scale back military exercises with South Korea reflects a broader frustration with the country over investment pledges, military spending and its response to the Iran war.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 16/08/2026
"Substantially reduce" he ordered.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 15/08/2026
"The U.S. government recently pressured our [Korean] government, stating, 'If you do not expedite investments in the U.S., we will raise tariffs.' It was reported that Cheong Wa Dae [the Blue House] held an emergency meeting involving relevant ministries on August 13 to discuss countermeasures."
chosun.com
U.S. Tariff Threat Over Investments Prompts South Korea Emergency Meeting
U.S. Tariff Threat Over Investments Prompts South Korea Emergency Meeting U.S. imposes 12.5% tariffs under Super 301; South Korea addresses $350 billion investment pledge
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 12/08/2026
In June at the Blue House, the chairmen of Samsung and SK each pledged $280 billion for memory fabs in Honam, Korea's southwest — a region with no major chip manufacturing to speak of. Washington wants that capacity in America. In Korea Tech & Trade Watch, I wrote about this geopolitical fight.
koreattw.substack.com
The World Needs More Memory. South Korea’s Chipmakers Are Ready to Build. The Fight Is Over “Where.”
Explosive AI demand has handed South Korea’s chipmakers – Samsung Electronics and SK Hynix – a rare combination: more orders than they can fill and the cash to expand.
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Reposted by Haeyoon Kim 김혜윤
The Economist @economist.com · 11/08/2026
Canada will be the first country subjected to Donald Trump’s new tariffs. We explain why this is starting to hurt Mark Carney, the Canadian prime minister, domestically
bit.ly
Donald Trump’s bullying of Canada is endless
Canadians are starting to turn against Mark Carney’s pragmatic response
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 09/08/2026
Obama and Lee in Detroit, talking auto jobs and KORUS FTA. Feels like watching an old home movie of your ex you never quite got over.
youtube.com
President Obama and President Lee on the KORUS FTA
YouTube video by The Obama White House
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Reposted by Haeyoon Kim 김혜윤
Bloomberg News @bloomberg.com · 07/08/2026
SK Hynix plans a $38 billion expansion of its chipmaking facilities in South Korea.
bloom.bg
SK Hynix to Spend $38 Billion on Chip Factory Expansion in Korea
SK Hynix Inc. plans a 54 trillion won ($38 billion) expansion of its chipmaking facilities in South Korea, adding to efforts to rapidly double its production capacity and ease a global shortage of memory chips.
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 07/08/2026
U.S. House Judiciary Committee Republicans sent a letter to the KMCC Chairman, warning that Korea’s amended Information and Communications Network Act could penalize American companies and users for constitutionally protected speech. My earlier analysis of the amendment and its implications below.
judiciary.house.gov
Judiciary Republicans Raise Concerns About South Korea Law Targeting American Companies and Online Speech
WASHINGTON, D.C. – Today, House Judiciary Committee Chairman Jim Jordan (R-OH), Subcommittee on the Administrative State, Regulatory Reform, and Antitrust Chairman Scott Fitzgerald (R-WI), Subcommitte...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 06/08/2026
"Many U.S. politicians often think that U.S. agricultural, fishery, and livestock products are being imported into Korea thanks to Coupang... When I tell them that most Koreans understand that Coupang imports cheap goods from neighboring China rather than the U.S., they are greatly surprised."
news.sbs.co.kr
Industry Minister: "Some US Politicians Misunderstand Coupang as US Agricultural Export Channel"
Minister of Trade, Industry and Energy Kim Jung-kwan stated regarding the "Coupang incident," which has emerged as a hot potato in South Korea-U.S.
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Simon Lester @simonlester.com · 04/08/2026
The complaint is available here: storage.courtlistener.com/recap/gov.us...
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Haeyoon Kim 김혜윤 @haeyoonkim.bsky.social · 03/08/2026
"The Office of the USTR has yet to launch an official investigation, but the official there confirmed to POLITICO that the agency expected 'to initiate the investigation soon'. That could allow the White House to layer on more tariffs on EU imports." Where does this leave South Korea?
politico.com
Trump keeps escalating his trade threats. This time, Europe isn’t biting.
The EU believes Trump’s latest threats are best answered with strategic patience, not retaliation.
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