AGP Executive Report
Last update: 5 hours agoUS Drone Tariffs: The White House signed a Section 232 order hitting imported drones and key components, with duties up to 100% for sensitive, heavy models; South Korea-made drones can qualify for a lower 15% rate if origin rules are met, with 25% and 100% brackets applying to other categories. KOSPI Rally on Chips: South Korea’s KOSPI surged to reclaim the 7,000 level after a weeklong run, led by foreign buying in memory chips as investors cheered upbeat sector signals. AI in Semiconductors: Samsung hired deep-learning and data-engineering specialists to push AI deeper into chip R&D and manufacturing, aiming to boost development efficiency. Physical AI Push: LG and Nvidia expanded their “AI alliance” for robots, AI factories and mobility, with humanoid work expected to show early results next year. Housing Supply Drive: Prime Minister Han said housing supply will be the top priority, promising weekly site visits to speed delivery of 230,000+ homes in the Seoul metro area. Homeplus Support: The finance ministry said it provided 77.8 billion won in aid to Homeplus workers and suppliers during its rehabilitation period. SMR Talks: HD Hyundai and SK met Bill Gates/TerraPower to accelerate Korean participation in small modular reactor supply chains.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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