AGP Executive Report
Last update: 7 hours agoXR & AI in Culture: HyperCloud and Qualcomm teamed up with Seoul’s Museum of History for “Time Travel in Seoul,” letting visitors walk through Joseon-era to modern scenes using Snapdragon-powered AR glasses. Semiconductor Demand Signal: ASML lifted guidance and capacity plans for EUV lithography, helping drive a tech-led rebound that pulled SK hynix shares higher in Seoul. Chip Boom “Excess Profits” Debate: Korea’s AI semiconductor windfall is sparking a fight over what counts as “excess” gains and who should share them across the supply chain. Logistics Tech for Cities: CJ Logistics will deliver subway lost-and-found items directly to homes after identity checks, partnering with Seoul Metro Rapid Transit Engineering. Geopolitics & Markets: Iran’s renewed blockade threat around the Strait of Hormuz is rattling energy flows and sentiment, while South Korea’s KOSPI still jumped on tech buying. Policy & Finance: Korea plans to keep consumer inflation under 3% and push won internationalization, alongside a new national assets law that could expand state asset management to include virtual assets. UNESCO Dispute: Korea says a UNESCO review draft shows Japan still falls short on addressing forced labor history at the Sado mines, with further reporting deadlines set for Japan. Defense Export Headline: South Korea’s submarine export setback to Canada highlights rising protectionism and allied procurement pressure.
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.