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Lee Pushes to Reopen U.S.–North Korea Talks While Securing U.S. Defense and Chip Commitments

Lee offered sanctions relief for a freeze of North Korea’s weapons programs to position Seoul as mediator and to lock in U.S. backing for defense cooperation plus major semiconductor investment.

Overview

  • Lee held a 30-minute summit with President Trump on Tuesday that covered nuclear-powered submarines, fuel enrichment and reprocessing, shipbuilding, and the transfer of wartime operational control of South Korean forces.
  • Seoul and Washington agreed to high-level follow-up consultations to work toward a timetable for OPCON transfer that South Korea has proposed completing by 2030.
  • Lee publicly proposed trading sanctions relief for a freeze of North Korea’s nuclear and missile programs as a pragmatic route to resume U.S.–Pyongyang dialogue, though Pyongyang has not signaled readiness to return to talks.
  • At a Korea investment event in New York on Wednesday Lee pledged to double South Korea’s semiconductor production within five years and to build resilient AI supply chains while urging fresh U.S. capital for those projects.
  • Lee then departed for a state visit to Mexico to deepen trade and supply‑chain ties, a step that links his diplomatic push on security with efforts to draw foreign investment and strengthen industrial partnerships; analysts warn freezes will be hard to secure and could require large concessions.