Policy & Trade

Policy & Trade Insights

실적, 시장 구조, 재무제표에 대한 리서치 노트입니다. 각 글은 결론부터 시작하고, 이후 근거와 시사점을 정리합니다.

2026-06-29

Chip factory and data-center style graphic showing South Korea's AI industrial buildout

Policy Analysis

2026년 6월 29일

KR•11분 읽기

South Korea Is Turning the AI Boom Into Industrial Policy

South Korea's new chip and AI investment plan turns memory, packaging, data centers, and robotics into a national growth strategy.

Total Plan: $518BFab Count: 4

기사 읽기

2026-06-26

Abstract security-review and trusted-access illustration

Policy

2026년 6월 26일

OPENAI•8분 읽기

AI Access Review

OpenAI and Anthropic are limiting access to their newest cyber-capable models while government review runs its course. That slows broad rollout, but it also shows frontier AI is starting to ship like a regulated security product.

OpenAI access: ~20Anthropic access: Vetted cohort

기사 읽기

2026-06-25

AI model extraction and geopolitical conflict graphic showing Claude and Alibaba

AI / Policy

2026년 6월 25일

BABA•9분 읽기

Anthropic vs Alibaba Shows AI Distillation Has Become a Border and Balance-Sheet Problem

Anthropic's Senate letter accusing Alibaba-linked operators of 28.8 million Claude interactions across roughly 25,000 fake accounts turns model extraction into an IP, security, and trade-policy issue.

Reported exchanges: 28.8MFake accounts: 25k

기사 읽기

2026-06-18

Stablecoin compliance, identity checks, and banking regulation graphic

Crypto / Regulation

2026년 6월 18일

COIN / CRCL•9분 읽기

Fed Stablecoin KYC Proposal Turns Crypto Into a Compliance Trade

The Federal Reserve asked for comment on a proposal that would require certain payment stablecoin issuers to maintain effective customer identification programs, bringing crypto closer to bank-style compliance. That is a direct read-through for Coinbase, Circle, Robinhood, and any issuer that wants stablecoins to behave like infrastructure rather than a gray-area product.

Regulator: Fed + 4Comment period: 60 days

기사 읽기

2026-06-08

AI compute, sovereign infrastructure, and university research graphic

Semiconductors / AI

2026년 6월 8일

AMD•10분 읽기

AMD's £2 Billion UK AI Push Turns Compute Into Industrial Policy

AMD says it will invest up to £2 billion over five years in the United Kingdom, pairing sovereign AI infrastructure with university partnerships and photonic networking research. The market implication is bigger than one country: compute is becoming a geopolitical asset, and the companies that can sell the full stack get more leverage than the ones selling chips alone.

Investment: £2bnResearch partners: 2+

기사 읽기

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