AI Chips & Markets: SK hynix’s Nasdaq debut stole the show, with shares jumping about 13% after pricing $26.5B in ADRs at $149—another sign Wall Street is still betting on AI memory demand. Energy & Shipping: New analysis warns the US-Iran escalation and Strait of Hormuz disruption will keep squeezing Asia’s energy, FX and food security beyond the ceasefire, with most regional oil and LNG flows normally passing through the chokepoint. Semiconductors Supply Chain: GlobalWafers and Micron moved toward a long-term agreement, including $500M strategic financing, to strengthen US wafer supply for AI-driven memory. Industrial Policy & Investment: Andhra Pradesh’s Lokesh pitched Korean firms on shipbuilding, semiconductors, AI data centers and EV corridors, securing a major Rs 1,595-crore manufacturing commitment and pushing Samsung localization plans. Mobility Industry: Private equity interest is heating up in Korea’s rental car sector as TPG seeks control of Lotte Rental, reflecting a shift from leasing to broader mobility services. Food & Fisheries: Korea’s squid catch is moving offshore as warming seas cut domestic yields, pushing more high-seas sourcing and raising regulatory and sustainability questions. Consumer & Lifestyle: “Glass skin” continues to spread globally, reinforcing K-beauty’s shift toward hydration-first routines. Digital Grief Tech: A growing South Korean market is using AI-animated videos to recreate deceased loved ones, sparking hope—and ethical and legal concerns.