APEC recap: US-ROK tariff, nuclear sub deal and Nvidia investment — Ep. 104
Update: 2025-11-03
Description
In this episode of The Korea Pro Podcast, Jeongmin and Joon Ha return to Seoul after covering APEC in Gyeongju, where President Lee Jae-myung and Donald Trump finalized a U.S.-ROK tariff deal following months-long negotiations. The team explains new details on the $350 billion investment package, tariff reductions and how the agreement was received at home.
They then unpack Lee’s request for U.S. approval of nuclear-powered submarines — Seoul’s proposal to Trump during the summit. The hosts also examine expert views on related challenges and defense implications, as well as reactions from China’s foreign ministry and the South Korean public.
Next, they discuss Lee’s summits with Xi Jinping and Japan’s Sanae Takaichi, and detail Nvidia's pledge to supply over 260,000 of its advanced AI chips to the ROK government and conglomerates after CEO Jensen Huang’s meetings with Samsung and Hyundai leaders. The episode closes with an explanation of Pete Hegseth’s visit to Seoul and Lee’s upcoming budget address at the National Assembly.
About the podcast: The Korea Pro Podcast is a weekly conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Editor John Lee and correspondent Joon Ha Park, diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday.
This episode was recorded on Monday, Nov. 3, 2025.
Audio edited by Gaby Magnuson
They then unpack Lee’s request for U.S. approval of nuclear-powered submarines — Seoul’s proposal to Trump during the summit. The hosts also examine expert views on related challenges and defense implications, as well as reactions from China’s foreign ministry and the South Korean public.
Next, they discuss Lee’s summits with Xi Jinping and Japan’s Sanae Takaichi, and detail Nvidia's pledge to supply over 260,000 of its advanced AI chips to the ROK government and conglomerates after CEO Jensen Huang’s meetings with Samsung and Hyundai leaders. The episode closes with an explanation of Pete Hegseth’s visit to Seoul and Lee’s upcoming budget address at the National Assembly.
About the podcast: The Korea Pro Podcast is a weekly conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Editor John Lee and correspondent Joon Ha Park, diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday.
This episode was recorded on Monday, Nov. 3, 2025.
Audio edited by Gaby Magnuson
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