Intel’s 2nm mass production, China’s rare earth export controls, and Korea’s policy shifts signal a new phase in the global tech race.
Introduction: Market Turbulence Driven by Strategic Industry Rivalries
As of October 2025, global markets are undergoing a period of transformation driven by the intensifying race for dominance in strategic industries such as AI and semiconductors.
Intel has begun mass production of its 2-nanometer (2nm) semiconductor, aiming to secure a technological edge, while China is tightening rare earth export controls to strengthen its position in the global supply chain.
Meanwhile, in the Korean economy, policymakers are responding to surging real estate prices with tighter regulations and pushing forward with strategic industry development policies to sustain long-term growth.
1. Global Focus: Escalating Tech and Resource Power Struggles
Intel’s 2nm milestone represents more than a technological breakthrough—it marks the start of an intensified race among Intel, TSMC, and Samsung Electronics for semiconductor supremacy.
With AI computing demand soaring, the competition between the U.S., China, and South Korea in chip technology and production capacity is heating up.
At the same time, China’s strengthened rare earth export restrictions are reshaping global supply dynamics.
As these materials are vital for EVs, semiconductors, and defense industries, potential supply disruptions could trigger structural realignments in global manufacturing.
2. Korean Economy: Dual Approach of Regulation and Industrial Expansion
In Korea, authorities are implementing additional real estate lending and tax regulations to address surging property prices.
Simultaneously, the government is accelerating its strategic industry initiatives—particularly in AI semiconductors, batteries, and biotechnology—to establish a sustainable growth engine.
Signs of domestic consumption recovery and export rebound have also emerged, fueling optimism for economic improvement in the latter half of the year.
However, risks remain due to interest rate pressures and persistent supply chain uncertainties in the global market.
3. Financial Market Controversy: Media Manipulation Allegations Shake Investor Confidence
Recently, allegations have surfaced that certain media insiders were involved in stock market manipulation schemes.
The controversy has raised concerns about transparency and fairness in financial markets, prompting regulators to step in with investigations and potential reforms.
Restoring investor confidence and strengthening market integrity are now key policy priorities.
Outlook and Conclusion: Navigating Structural Shifts with Caution
The global competition over strategic industries is expected to remain a long-term structural trend rather than a short-term cycle.
While sectors like AI, semiconductors, and rare earths will continue to anchor future economic growth, heightened volatility due to geopolitical and policy risks cannot be ignored.
Investment decisions should be made prudently, with a focus on sustainable fundamentals rather than short-term hype or speculative momentum.
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