Uploaded July 2026 | Updated September 2026, 3 weeks ago
00:00 - Introduction
04:13 - Section 122/301 Tariffs: What Just Happened
14:52 - Korea's Response & the Stalled Investment Fund
21:21 - The Coupang Dispute & Domestic Politics
24:33 - Alliance Strain & U.S. Reliability
31:06 - The $950B AI Summit & Silicon Valley Deals
37:23 - China, Export Controls & "Old Guard vs. New Guard"
On the Capital Cable #139, experts join Mark Lippert and Victor Cha to discuss the latest technology and trade issues in South Korea, including the 12.5% tariffs on South Korea over forced labor concerns, President Lee Jae Myung's visit to AI summit in San Francisco, and $950 billion in AI and infrastructure deals announced by Samsung and SK with U.S. companies.
Evan Ramstad is a business columnist at the Minnesota Star Tribune. He previously worked for The Wall Street Journal in Seoul, Hong Kong and Dallas, and the Associated Press in New York, Washington and Dallas and briefly at the St. Paul Pioneer Press.
Philip A. Luck is director of the CSIS Economics Program and Scholl Chair in International Business. He served in the Biden-Harris administration as the deputy chief economist at the U.S. Department of State.
This event is made possible by general support to CSIS.
#korea #southkorea #coupang
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Visit csis.org to find more of our work as we bring bipartisan solutions to the world's greatest challenges.
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00:00 - Introduction
04:13 - Section 122/301 Tariffs: What Just Happened
14:52 - Korea's Response & the Stalled Investment Fund
21:21 - The Coupang Dispute & Domestic Politics
24:33 - Alliance Strain & U.S. Reliability
31:06 - The $950B AI Summit & Silicon Valley Deals
37:23 - China, Export Controls & "Old Guard vs. New Guard"
On the Capital Cable #139, experts join Mark Lippert and Victor Cha to discuss the latest technology and trade issues in South Korea, including the 12.5% tariffs on South Korea over forced labor concerns, President Lee Jae Myung's visit to AI summit in San Francisco, and $950 billion in AI and infrastructure deals announced by Samsung and SK with U.S. companies.
Evan Ramstad is a business columnist at the Minnesota Star Tribune. He previously worked for The Wall Street Journal in Seoul, Hong Kong and Dallas, and the Associated Press in New York, Washington and Dallas and briefly at the St. Paul Pioneer Press.
Philip A. Luck is director of the CSIS Economics Program and Scholl Chair in International Business. He served in the Biden-Harris administration as the deputy chief economist at the U.S. Department of State.
This event is made possible by general support to CSIS.
#korea #southkorea #coupang
---------------------------------------------
A nonpartisan institution, CSIS is the top national security think tank in the world.
Visit csis.org to find more of our work as we bring bipartisan solutions to the world's greatest challenges.
Want to see more videos and virtual events? Subscribe to this channel and turn on notifications: https://cs.is/2dCfTve
Follow CSIS on:
• Twitter: twitter.com/csis
• Facebook: facebook.com/CSIS.org
• Instagram: instagram.com/csis










