AI Chip Deals: South Korea’s Samsung Electronics and SK hynix are set to supply US tech firms, including Nvidia, under a combined $950B semiconductor and AI cooperation package announced during President Lee Jae-myung’s San Francisco meetings, with SK hynix’s five-year memory supply deal pegged at $750B and Samsung’s $200B pact with Broadcom covering advanced memory and foundry services. AI Infrastructure: Nvidia is also in talks to back OpenAI’s planned $500B, 10-gigawatt data center lease, with a possible financing guarantee up to $250B—highlighting how AI demand is pulling capital into power and cooling ecosystems. Cooling & Data Centers: LG Electronics won NVIDIA certification for its 600kW coolant distribution unit, positioning the company as an approved partner for AI Factory liquid-cooling deployments. Capital Markets: Chinese memory chipmaker CXMT surged about 466% on its Shanghai debut, underscoring intensifying DRAM competition that could pressure Korea’s storage giants even as AI keeps demand strong. Housing Policy: Prime Minister Han Seong-sook urged public input to build consensus on real estate issues, citing real estate’s large share of household net worth and noting thousands of forum posts since mid-July. K-Culture Industry: Seoul will host “Fanomenon,” a Coachella-style global music festival in Dec 2027, aiming to boost tourism and expand Korea’s content industry reach. Defense & Aerospace: Korea Aerospace Industries expects follow-on KF-21 orders for an additional 80 jets after delivering eight by end-2026, as the program moves into a second batch with broader ground-attack capability.