Navigating the New EV Frontier: How US Tariff Dynamics and Rivian’s Pricing Strategy Force Korean Battery Makers to Accelerate CAPEX Overhaul

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Cover illustration representing Navigating the New EV Frontier: How US Tariff Dynamics and Rivian's Pricing Strategy Force Korean Battery Makers to Accelerate CAPEX Overhaul

1. Global Trigger: The Macro Shift The electric vehicle (EV) landscape is undergoing a profound, almost tectonic, shift driven not purely by consumer demand but by accelerating geopolitical industrial policies. For South Korea’s titans of battery technology—LG Energy Solution, Samsung SDI, and SK On—this moment represents a critical inflection point where strategic patience must yield … Read more

Navigating the AI Hegemony War: Survival Strategies for South Korea’s Fabless and Foundry Sectors Amid US-China Tech Decoupling

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1. Global Trigger: The Macro Shift The current global economic landscape is defined less by traditional monetary policy cycles and more by the accelerating geopolitical struggle for technological supremacy, specifically centered on Artificial Intelligence and advanced semiconductors. South Korea, anchored firmly in the global high-tech supply chain, finds itself squeezed between the two titans: the … Read more