AI Chip Supply Chain: Google is reportedly discussing with Samsung Electronics to produce part of its next-gen AI chip (“Icefish”), with TSMC handling the main compute and Samsung making a memory-connection component using 2-nanometer tech—another sign Seoul’s foundry and memory ecosystem is becoming central to global AI capacity. Memory Market Pulse: SK Hynix’s capacity expansion plan is helping lift memory and storage stocks, with SanDisk and Western Digital rebounding as AI-driven demand expectations return. Nvidia x Korea AI Infrastructure: Nvidia CEO Jensen Huang’s Seoul meetings highlighted a push to build gigawatt-scale AI cloud/data centers, while SK Hynix and partners expand multiyear memory and infrastructure cooperation. Privacy & Enforcement: South Korea’s Personal Information Protection Commission fined Coupang a record 624.7 billion won over a massive data breach affecting 33+ million users, including additional violations tied to unauthorized activity collection. Industrial Safety Oversight: Police will form a large expert panel to sharpen investigations into serious industrial accidents, including technical causes and illegal subcontracting or fair-trade issues. Energy/Shipbuilding: Samsung Heavy Industries secured major FLNG orders, including deals tied to ENI and Delfin Midstream, reinforcing Korea’s role in offshore LNG buildouts. Policy & Diplomacy: South Korea and Italy upgraded ties to a special strategic partnership, explicitly naming semiconductors and AI among priority cooperation areas.