Apple's AI Strategy and U.S. Economic Growth

Georgia's economic significance in the US and milk price negotiation impact South Korea's economy.

### Global Economic Outlook: US Driving Growth, Korea's Semiconductor-Led Recovery, and Domestic Challenges
* 🌍 The World Bank revised the global economic growth forecast to **2.6%**, with the US accounting for about **80% of the 0.2% increase**. US investments in AI are seen as a **key driver of global growth**.
* 🇺🇸 The US growth forecast for this year was raised by **0.3% to 2.5%**. If former President Trump returns to office, there could be a reduction in **regulations or IRA funding**.
* 🇰🇷 Korea's economy is expected to improve with **high export growth** led by semiconductors. However, domestic challenges remain, with consumer spending declining due to **travel expenses**.
* 🥛 The Korea Dairy Committee has started negotiations on raw milk prices, with dairy farmers arguing that they need to **raise prices due to increased feed costs**. However, dairy consumption is already decreasing, and the FTA will **gradually eliminate tariffs on foreign dairy products**.

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Reporter Lee Joo-ho discusses the unusual 7% rise in Apple's stock, attributing it to Wall Street's changing evaluation of the company's AI strategy and device replacement cycle.

He expresses skepticism about the significance of Apple's AI services and suggests that Google may dominate the AI ecosystem.

The discussion highlights the shifting perceptions of AI strategies in the tech market, particularly regarding Apple and Google.

Apple's AI Impact and Rising Pork Belly Prices

Apple's stock has increased by 7% following predictions of an accelerated device replacement cycle due to AI, potentially affecting the sales of iPhone 16.

The software change is expected to impact users of previous devices, while the iPad's use is limited to models with specific semiconductors.

Meanwhile, the average price of pork belly has exceeded 20,000 won per serving, leading to menu adjustments and concerns about the increasing cost of dining out.

The Impact of Global Economic Forecasts on Different Regions

The global economy's forecasted growth has been consistently increasing, with the United States being the main driver of this upward trend.

5% growth rate, significantly influencing the global economic outlook.

Other regions like the Eurozone and Germany have lower growth expectations, while South Korea and China are anticipated to show improvement, especially in the semiconductor industry.

The Impact of Travel Spending on Consumer Behavior

Travel spending is high, leading to a deficit in South Korea's travel service balance, while the expenditure on goods, including retail sales, has decreased.

The increase in travel expenses, influenced by the desire for Instagram-worthy experiences, is potentially impacting domestic consumption.

The unavailability of certain products in Korea is also driving the preference for spending on travel instead of material goods.

US Considering Further Regulations on Chinese Semiconductor Technologies

The US is contemplating additional regulations on Chinese semiconductor technologies, including GAA and HBM.

The possibility of restricting the export of semiconductors to China is being reviewed, but specific details and implementation plans have not been confirmed.

The Governor of Georgia's visit to Korea is significant due to the substantial investment of Korean companies in Georgia, including battery and car manufacturing factories, leading to a total of around 14 billion won in investments.

The Potential Impact of Korean Company Investment in Georgia

Korean companies are heavily invested in Georgia, a key battleground state with 16 electoral votes.

The state's evenly divided political opinions make it a prime location for job creation and economic impact as a potential leverage in future diplomatic or trade issues.

Georgia is also emerging as a new Rust Belt for electric car production, making it an attractive location for a factory.

Milk Price Negotiations and Impact on the Korean Dairy Industry

Poland's milk imports to Korea have led local businesses to import sterilized milk, causing industry conflicts.

The Korea Dairy Committee has started negotiations on raw milk prices, with a potential 4.

The industry is facing challenges as farmers argue for price increases due to rising feed prices, while manufacturers question the continued price hikes.

Dairy manufacturers are struggling with increasing purchasing quotas, rising production costs, and decreasing consumption.

The Free Trade Agreement is also posing a challenge with the gradual elimination of tariffs on American and European dairy products, impacting the competitiveness of local products.

If prices are not raised, dairy farmers will face financial difficulties due to the rising cost of feed, further complicating the situation.