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Tariff exposure is the forcing function.
South Korean companies, made cash-rich by the global AI boom, are running their largest US investment drive in years, with two declared goals: build technology capabilities and stay ahead of Donald Trump's tariff schedule before import costs compound.
The constraint the capital is running from Trump's tariffs present a binary calculation for Korean exporters.
Pay the border cost on every shipment, or move enough of the operation inside US borders that the tariff stops applying.
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