South Korea

Intelligence for Better Decision Making

South Korea Unveils National Strategy to Lead Global AI Semiconductor Race
Dec. 11, 2025 | Technology & Innovation

South Korea is charting an ambitious path to solidify its leadership in semiconductor technology and policy amid the global AI race.

**On December 10, 2025, President Lee Jae-myung convened a high-level briefing at the Yongsan Presidential Office in Seoul under the theme “K-Semiconductor Vision and Development Strategy in the AI Era.” The briefing brought together key government figures and roughly 40 leaders from industry, academia and research institutions, including representatives from Samsung Electronics and SK Hynix.**
It stressed the dual role of the semiconductor sector as an engine of economic growth and a pillar of national security as global rivalry in AI technologies intensifies.

**The government set strategic objectives to secure South Korea’s place among the world’s top two in both memory and foundry by preserving an “ultra-gap” technological edge.**
It aims to increase domestic fabless semiconductor revenue tenfold and achieve technology and production sovereignty through the development and commercialization of next-generation memory solutions and neural processing units. The plan also calls for strengthening system semiconductor capabilities—especially on-device AI chips—and for achieving self-reliance in defense-grade semiconductors.

**To support these goals, the strategy launches a Global No 1 Development Project to reinforce supply chains for materials, parts and equipment.**
It calls for opening semiconductor-focused graduate schools to build a larger skilled workforce and for creating a Southern Region Innovation Belt to expand the nation’s semiconductor ecosystem. During the briefing, participants discussed changes in the AI-driven industry, plans to increase production capacity and the need to cultivate a robust AI semiconductor technology and ecosystem.

**On December 11, President Lee will meet with business executives from Samsung Electronics and SK Hynix, government officials and industry experts to refine strategies for advancing the semiconductor sector, with a particular focus on AI chip development.**
The session aims to address rising global competition for AI technology leadership through a coordinated national strategy.

**Industry Minister Kim Jung-kwan will present an integrated government roadmap that emphasizes strengthening manufacturing capabilities in memory and foundry, expanding the nation’s role in chip design and accelerating next-generation semiconductors tailored to AI model requirements.**
The presidential office framed the global AI contest as a semiconductor-centered technology battle, prompting President Lee to mobilize national resources directly to bolster the industry.
US Approves Nvidia H200 AI Chip Exports to China in Strategic Shift of Semiconductor Policy
Dec. 11, 2025 | Geopolitics & Defense

The United States has granted permission for the export of Nvidia’s H200 AI chip to China, ushering in a new phase of semiconductor trade dynamics.

**The United States approved the export of Nvidia’s H200 AI chip to China, partially relaxing the 2022 restrictions.**
Former President Donald Trump announced the deal on December 8, 2025, allowing Nvidia, AMD, Intel and other American firms to sell the H200 under conditions designed to protect national security. This represents the first approval for such an advanced AI processor since the 2022 export controls took effect.

**Based on the 2023 Hopper architecture, the H200 delivers roughly twice the inference performance and six times the AI training power of the earlier H20 chip.**
US officials excluded more advanced Nvidia products—those built on the Blackwell architecture and the forthcoming Rubin family—from the arrangement. By permitting exports of this earlier-generation, high-performance chip, policymakers aim to preserve a technological lead without forfeiting access to lucrative sales.

**Under the agreement, Nvidia must remit 25 percent of its China-derived revenues from H200 sales to the US government, up from an initial 15 percent proposal.**
The government will allocate these funds to bolster domestic job creation and semiconductor manufacturing, balancing export facilitation with continued economic and security interests in strategic technology.

**South Korean suppliers SK hynix and Samsung Electronics stand to gain from increased H200 orders, as both companies produce the eight-layer HBM3E high-bandwidth memory modules integral to the chip’s performance.**
China’s mandate favoring domestically produced semiconductors may limit H200 imports, depending on Beijing’s policy toward foreign hardware deployment versus homegrown alternatives.

**Observers view this approval as a strategic shift in Washington’s competition with China in AI and semiconductors.**
Nvidia CEO Jensen Huang says selling chips to China reinforces US market influence and deepens Chinese reliance on American technology. The decision reflects a belief that US leverage over China’s chip capabilities has weakened after advances by firms such as Huawei. It also aligns with the more conciliatory climate ahead of the planned April 2026 US-China summit, using exports and financial terms to shape broader technology relations.

Monitored Intelligence for South Korea - Dec. 12, 2025


News
Media
314

Government
Releases
20

City/State
Releases
33

Embassy
Releases
1
Foreign
Service
Advisories
0
Academic/
Think
Tank
4


Podcasts
0


Videos
0

Social
Media
0

Business
Releases
1

Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.

The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.

Risk Categories Reported on Today

Risk Category
Items Reported On
Regulation
11
Geopolitical Conflict and Disputes
7
Epidemics and Pandemics
4
Political Scandal or Corruption
15
North Korea
11
Accidents
2
Privacy
6
Supply Chain Issues
4
Natural Disasters
2
Corporate Corruption or Fraud
6
Communal and Religious Strife
2
Crime
5
Strikes and Work Stoppages
7
Cyber Attacks and Data Loss
3
Protest, Demonstration, Dissent
2
Regulatory Enforcement Actions
1
Shifting Geopolitical Alliances
2
Climate Change
2

Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.

We categorize key intelligence into one of 30 different operations intelligence categories.

Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.

Operations Categories Reported on Today

Operations Category
Items Reported On
Bizdev-Partnering
7
Financial System Problems
3
Demographics
3
Real Estate
3
Inflation
5
Operating Results
6
Tech Development/Adoption
24
Taxes
3
Trade Issues and Numbers
3
Asset Price Change
7
Budgets-Budgeting
2
Employment
3
Economic Growth
6
Mergers & Acquisitions
2
Investor Sentiment
1
Political Policy Resistance
1
Energy Prices
1
Unemployment
1
Politics and Elections
1

Meeting of ruling party's central committee marks start of politically critical period in North Korea

Joongang Ilbo | English | News | Dec. 12, 2025 | North Korea

North Korea's ruling Workers’ Party held an expanded plenary meeting of its 8th Central Committee on December 9, 2025, with leader Kim Jong-un in attendance. The session marked the beginning of a politically significant period leading up to the party's forthcoming ninth congress, expected in January or February 2026. The plenary approved discussing five agenda items, including reviewing the implementation of party and state policies for 2025 and preparations for the congress.

Traditionally held at the year's end, the earlier timing of this plenary suggests a shift in focus toward the upcoming party congress, where Kim is expected to present a new five-year plan and strengthen his authority, possibly by adopting "Kimjongunism" as a guiding ideology and restoring the state presidency. Experts believe the congress will emphasize defining Kim’s political era and solidify the ideological foundation of his long-term rule.

The Rodong Sinmun also revealed the return of Ri Il-hwan, the party’s propaganda secretary, to the leadership podium after nearly a year of absence, indicating his reinstatement. Ri was seated among top officials, including Kim Jong-un and other key leaders. The meeting sets the stage for a critical period in North Korea’s internal political landscape as it gears up for the ninth party congress.

Taiwanese president urges Korean gov't to change country's designation on arrival card

Joongang Ilbo | English | News | Dec. 12, 2025 | UndeterminedPolitical Policy Resistance

Taiwan has escalated its protests against South Korea’s designation of Taiwan as “China (Taiwan)” on Korea’s new electronic arrival card system introduced in February 2025. Taiwan’s Foreign Ministry warned it would review its relationship with Korea, and President Lai Ching-te personally urged the Korean government to amend the label, emphasizing the close trade and people-to-people ties between the two countries. Seoul has not yet provided an official response.

Taiwan’s Deputy Foreign Minister Chen Ming-chi also condemned the designation, calling it an unfriendly measure given Korea’s significant trade surplus with Taiwan. Taiwanese lawmakers from multiple parties criticized the move, with some suggesting it reflects Seoul’s shifting stance toward China. However, Taiwanese tourism stakeholders cautioned against damaging relations, noting the economic importance of Korean visitors.

China supported Korea’s position, with a spokesperson reiterating the One China principle and dismissing Taiwan’s protests as political maneuvers by the ruling Democratic Progressive Party (DPP). Taiwan’s representative office in Seoul has raised the issue several times, but Korea has yet to provide a satisfactory resolution.

Seoul official to urge U.S. to swiftly implement efforts allowing S. Korea to enrich uranium, reprocess spent fuel

Yonhap | English | News | Dec. 12, 2025 | Geopolitical Conflict and Disputes

South Korea's Second Vice Foreign Minister Kim Jina arrived in Washington on December 10, 2025, to urge the United States to swiftly implement an agreement enabling South Korea to enrich uranium and reprocess spent nuclear fuel for peaceful purposes. This request follows a prior agreement between the two countries, and Kim emphasized the need to start substantive discussions by assigning South Korea's counterpart in the process.

The upcoming 10th Senior Economic Dialogue (SED) between Kim and U.S. Under Secretary of State for Economic Affairs Jacob Helberg will focus on enhancing bilateral economic and industrial cooperation. Topics expected to be covered include shipbuilding, energy, cutting-edge technologies, critical minerals, and small modular reactors. However, the issue of South Korea's ambition to build nuclear-powered submarines will not be discussed during the SED, as it is considered a military matter slated for separate talks involving South Korea's National Security Adviser Wi Sung-lac.

The backdrop to this diplomatic activity includes a November 13 joint fact sheet where the U.S. expressed support for South Korea's civil nuclear fuel cycle activities, marking a departure from previous restrictions under the bilateral nuclear energy pact. South Korea is seen as an important partner in the U.S.'s broader "nuclear energy renaissance," with cooperation anticipated to benefit both nations. After the SED, Kim will represent South Korea at the "Pax Silica" artificial intelligence summit later in the week.

Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.

Have a service or subscription question? We'd be happy to hear from you.

How can we help?
Full Name:
Email Address:
Type of Inquiry:
Country of Interest:

Contact us for a free trial of the Daily Briefing for your country of choice.


We currently cover:
South Korea
Japan
China
Taiwan
Vietnam
India

info@eruditerisk.com

The Daily Briefing is delivered Monday through Thursday via email.

Each day's reports include a combination of:

Takes
Takes are our deep dives into a topic of enduring interest or concern. Takes include copious references to all the media resources we gathered to build them.

Developments
Developments are key issues and incidents being heavily reported on in country. These are the centers of local thought gravity around which everything else revolves.

Risk Media
Summaries and analysis of the most important risk issues reported on in media, arranged by risk category. Learn about risk trends and issues while they are developing--before they blow up.

Ops Media
Summaries and analysis of the most important operational issues reported on in media, arranged by operations category. See what's changing in your market, and what's not.

Government Releases
Government press and data releases on key economic data, regulation, law, intiatives, incidents. Straight from the government's press to your eyes in less than a day.

Embassy and Business Association Releases
Statements and news releases from foreign embassies and business/industry associations, including chambers of commerce.

The Daily Briefing is comprehensive!

The Daily Briefing can run 50-100 pages each day!

Luckily, Erudite Risk tailors every report specifically to you.

Content Filtering
We try hard to ensure that every piece of information included in each day's reports will be of interest to our readers.

To fulfill our goal of comprehensively monitoring the intelligence landscape and also keeping reports readable, we build big reports--then deliver only the information that applies to you.

Each Daily Briefing is a bespoke report matched to your concerns. Tell us what you want in it, or we can match it to your professional needs. It's that easy.