South Korea, US in talks after chip issue raised

The fact that Washington raised chip issues in bilateral talks signals that semiconductor policy remains a live friction point, even between close allies. For South Korea, whose chipmakers are deeply integrated into global supply chains, this could mean more alignment pressure on export controls or investment rules. The key is whether these discussions produce concrete commitments or stay at the consultative stage. Watch for any signals on whether the US is seeking specific restrictions or just broader coordination, as that will determine the impact on the sector's operating environment.