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English Oil Shipping Lanes Tighten Again — The $120 Talk and Korea’s Real Inflation Sensitivity

Bottom line — With the Houthis’ declaration of a maritime blockade on Saudi Arabia, crude-oil shipping routes are being threatened simultaneously at the Red Sea on top of Hormuz. But actual international oil prices are still around $85 a barrel,...

English The Quarter Smartphones Slipped — Two-Thirds of TSMC Revenue Went to AI (Q2 2026)

Bottom line — Two-thirds of TSMC’s revenue in a single quarter now comes from AI chips (HPC). In Q2 2026, the smartphone — long the face of this company — fell to 22%, and data-center chips took its place. This...

English Landlord Wants More Than a 5% Jeonse Increase? Renewal Right vs. Agreement — A Tenant’s Decision Guide

Bottom line. When a landlord asks to raise your jeonse (lump-sum deposit lease) or monthly rent by more than 5%, a tenant in Korea has three paths. Exercising the right to request contract renewal caps the increase at 5% and...