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Regulation Macro

South Korea, US continue chip tariff talks: minister

South Korea and the United States are continuing negotiations over US chip tariffs, a South Korean minister said. The talks aim to address trade measures affecting semiconductors, with details still under discussion. No outcome was announced.

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AI take

This signals that semiconductor trade policy remains in flux between two key allies, with no resolution yet. The ongoing talks matter because tariffs on chips could ripple through global supply chains and affect pricing dynamics for manufacturers and downstream tech firms. The lack of a announced outcome suggests negotiations are delicate, and the open question is whether a carve-out or phased approach emerges from the discussions. Watching for any concrete framework or timeline from these talks will be key, as it could set a precedent for how other US trading partners navigate chip-related trade measures.

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