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U.S.–Korea Summit Seals $350 Billion Investment Deal Linked to Tariff Relief

Public splits over semiconductor terms signal a tough implementation phase.

Overview

  • President Trump confirmed the agreement, which sets $200 billion in cash investments over 10 years with a $20 billion annual cap and allocates $150 billion for joint shipbuilding projects.
  • U.S. tariffs on Korean cars are set to fall to 15 percent, while officials disagree publicly on whether semiconductor tariff treatment will match Taiwan’s.
  • South Korea says it obtained safeguards including a 50-50 profit split with adjustment clauses and an umbrella structure after U.S. negotiators pressed for a larger package and threatened to keep a 25 percent auto tariff.
  • The deal launches a Technology Prosperity initiative spanning AI, next-generation telecommunications, biotechnology, quantum innovation and space, and establishes a bilateral shipbuilding council.
  • Implementation hurdles persist, including unresolved 50 percent duties on steel and aluminum and the need for National Assembly approval of the investment plan.