Trump Imposes 10% Tariffs on 8 Countries That Deployed Troops to Greenland; Europe Weighs 159 Trillion Won Trade Bazooka; Lutnick Says 100% Tariff Unless Semiconductors Are Made in US

트럼프, 그린란드 파병 8개국에 10% 관세…유럽 “159조 무역 바주카포 검토”, 러트닉 “반도체 미국 생산 아니면 100% 관세” | 삼프로TV 권순우 취재팀장 [뉴스3]
Watch on YouTube ↗  |  January 18, 2026 at 23:08  |  30:10  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo of 3PRO TV reviews the weekend's major news: Trump's tariff threats against eight European countries over Greenland, Europe's review of a 159 trillion won anti-coercion package, and Lutnick's warning that memory chipmakers without US production could face 100% tariffs. He argues the memory tariff burden would fall on US big tech buyers rather than Korean suppliers, while Tesla's aggressive Korea price cuts are creating a major EV price war that pressures Hyundai and Kia.

  • Trump imposed tariffs on eight European countries that sent troops to Greenland.
  • Europe is considering a 159 trillion won anti-coercion package and possible restrictions on US companies.
  • Lutnick threatened 100% tariffs on memory makers without US production.
  • Kwon Soon-woo sees Korean memory suppliers as insulated because buyers would bear tariffs.
  • Tesla cut Korea Model 3 and Model Y prices, with Model 3 cheaper than Hyundai Kona.
  • The price war is negative for Hyundai and Kia EV competitiveness.
  • The show also included product promotions for Walkerhill soup and LG UltraTab.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:50
Memory tariffs fall on big tech buyers.
Korean memory semiconductor suppliers such as Samsung Electronics and SK hynix operate in a seller's market where AI demand is so strong that US big tech companies are lining up to buy memory. If the US imposes 100% tariffs on memory chips, the buyers, namely US big tech, would likely bear the cost rather than the Korean sellers. Korean memory makers are already building US fabs and should qualify for exemptions under the US-Korea agreement's most-favored-nation treatment, so this is positive for Korean memory suppliers and negative for US big tech buyers' earnings.
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:50
Memory tariffs fall on big tech buyers.
Korean memory semiconductor suppliers such as Samsung Electronics and SK hynix operate in a seller's market where AI demand is so strong that US big tech companies are lining up to buy memory. If the US imposes 100% tariffs on memory chips, the buyers, namely US big tech, would likely bear the cost rather than the Korean sellers. Korean memory makers are already building US fabs and should qualify for exemptions under the US-Korea agreement's most-favored-nation treatment, so this is positive for Korean memory suppliers and negative for US big tech buyers' earnings.
Kwon Soon-woo Reporting Team Lead, 3PRO TV 16:23
Korean EV price war pressures Hyundai/Kia.
Tesla's aggressive Korea price cuts, with Model 3 at 41.99 million won and subsidized into the 30 million won range, make it cheaper than Hyundai Kona and drive strong Korean demand even though Tesla's global sales are weak. This price war pressures Hyundai and Kia, which lack comparable EV price competitiveness and may have to defend market share at a loss while facing criticism for receiving subsidies despite higher prices.
Kwon Soon-woo Reporting Team Lead, 3PRO TV 16:23
Korean EV price war pressures Hyundai/Kia.
Tesla's aggressive Korea price cuts, with Model 3 at 41.99 million won and subsidized into the 30 million won range, make it cheaper than Hyundai Kona and drive strong Korean demand even though Tesla's global sales are weak. This price war pressures Hyundai and Kia, which lack comparable EV price competitiveness and may have to defend market share at a loss while facing criticism for receiving subsidies despite higher prices.
Up Next

This 3PRO TV (삼프로TV) video, published January 18, 2026, features Kwon Soon-woo discussing 005930.KS, 000660.KS, US Big Tech, TSLA, 005380.KS, 000270.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 005930.KS, 000660.KS, US Big Tech, TSLA, 005380.KS, 000270.KS