US-China competition has moved past its first round, a contest of trade and technology pressure fought over tariffs and core technologies, and is evolving into a race to capture the global AI ecosystem ... physical AI to extend its manufacturing and process-based standards worldwide. The second round of this competition calls for a Korean response that goes beyond a defensive diversification of supply chains. That response ...

... policy. The policy motives of security and self-reliance received even greater emphasis as the US-China trade war reached its peak between April and October 2025, and a major mobilization of resources is being... along with direct costs. However, China shows no sign of wavering from its commitment to technological competition with the United States, and if anything, we may observe China doubling down as we enter 2026. Barry ...

... remain subdued as the ongoing US-Iran conflict elevates oil prices, disrupts logistics, and dampens trade, even as AI infrastructure investment and emerging market expansion provide offsetting upward momentum. ... textiles (-2.5%, and home appliances (-5.1%) sectors are likely to see exports fall YoY amid fierce Chinese competition and tariff uncertainty. With regard to production, the semiconductor (+103.9% annually) and ICT devices ...