SK Americas Hires Trump-Linked Lobbyist for Semiconductor Policy - 조선일보

SK Americas, the North American arm of the SK Group, has hired Ballard Partners, a prominent lobbying firm with close ties to the Trump administration, to navigate evolving U.S. semiconductor policies... Read original →

SK Americas’ hiring of a Trump-linked lobbying firm signals heightened awareness of evolving U.S. semiconductor regulations. This move directly impacts upstream supply chains, especially in HBM and EUV technologies, as U.S. policy shifts toward domestic production and tariffs pressure foreign manufacturers. SK Hynix’s Indiana facility and Nasdaq ADR listing reflect a strategic push to mitigate geopolitical risks while securing access to U.S. capital and markets. The broader implication is a realignment of global semiconductor production, with South Korean firms likely accelerating investments in regions like Southeast Asia and North America. In the medium term, this trend may intensify competition among global players, particularly in advanced memory and chip packaging. Companies will face rising compliance costs and supply chain fragmentation, forcing a reevaluation of long-term strategies in a more fragmented and politically charged tech landscape.