In this episode of The Korea Pro Podcast, Jeongmin and Joon Ha unpack the political and market fallout from Donald Trump’s remarks on restricting Nvidia’s most-advanced chips for U.S. use, and what it means for Seoul’s 260,000-GPU Blackwell deal with Hyundai, Samsung, SK and Naver — including implications for autonomous driving and the KOSPI’s sharp response.

The hosts then turn to South Korea’s nuclear-powered submarine ambitions, after Defense Minister Ahn Gyu-back publicly pushed for domestic construction over a U.S. shipyard, highlighting technical, industrial and political friction points. 

Later, the team breaks down Seoul’s successful launch of its fourth and fifth military reconnaissance satellite, completing Project 425 and advancing independent reconnaissance for kill-chain readiness, while unpacking remaining gaps for the goal of transferring wartime operational control discussed from this week’s top U.S.-ROK military meetings. 

Looking ahead, Jeongmin and Joon Ha preview budget season turbulence, presidential office audits, ongoing trials against the previous administration stakeholders regarding the Dec. 2024 martial law and the Bank of Korea’s expected rate-cut decision.

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, delivering deep, clear analysis of South Korean politics, diplomacy, security, society and technology for professionals who need more than headlines. Uploaded every Friday.

This episode was recorded on Thursday, Nov. 6, 2025.

Audio edited by Gaby Magnuson.