> Nomura Securities report estimated that Samsung and SK hynix may need to invest between 100 trillion and 120 trillion won in the United States between 2027 and 2030 to avoid hiked tariffs. Nomura also projected that Washington could offer Korean chipmakers a framework similar to that extended to TSMC, under which imports up to two and a half times the scheduled U.S. production capacity would be granted exemptions during construction, followed by eased regulations on shipments up to one and a half times after operations begin.
https://www.prismnews.com/news/south-korea-seeks-parity-with...
> Seoul faces practical limits in matching the scale of Taiwan’s commitments.. official summaries indicate a joint investment and guarantee package of about $350 billion agreed with the U.S., of which approximately $150 billion is earmarked for a shipbuilding cooperation project.. this allocation leaves less capacity to offer Taiwan‑style semiconductor investment packages and could complicate negotiations over parity.