Gemini News

2025년 12월 11일 기준 한국 및 주요국(미국, 중국, 일본, 유럽)의 최신 핵심 이슈를 정리해 드립니다.
모든 정보는 최근 일주일(12월 4일 ~ 12월 11일) 내 영어권 매체에서 보도된 내용을 바탕으로 작성되었습니다.

🇰🇷 South Korea (한국)
1. Politics & Policy (정치 및 정책)
* 2026 Budget Passed: The National Assembly passed the 2026 government budget of 727.9 trillion won ($496 billion). This is the first budget under the Lee Jae-myung administration. Notably, it includes a corporate tax hike (restoring the top rate to 25% from 24%) and a new "education tax" on financial and insurance companies' excess profits.
* Tax Reform for Shareholders: To revitalize the stock market, a bill was passed allowing separate taxation on dividend income for shareholders of high-dividend companies, aiming to resolve the "Korea Discount."
* Franchise Negotiation Rights: A filibuster regarding the "Affiliate Business Act" (giving franchisee unions the right to negotiate collectively with headquarters) ended on December 9. A final vote is expected at the plenary session on December 11.
2. Social Issues (사회 이슈)
* Martial Law 1-Year Mark: December 3 marked exactly one year since the Martial Law declaration of 2024. English media highlighted the ongoing deep political polarization in South Korea, with protests from both progressive and conservative groups continuing to shape the social landscape under the new presidency.
🌏 Global: US, China, Japan, Europe (세계 주요국)
1. Technology & Business (기술 및 경제)
* Netflix Acquires Warner Bros. Discovery ($72B): In a massive media consolidation move reported this week, Netflix has agreed to acquire Warner Bros. Discovery for $72 billion. This deal brings major franchises like Harry Potter and Game of Thrones under the Netflix umbrella.
* Global RAM Shortage & Price Hikes: Driven by explosive AI demand, a global shortage of DRAM (memory chips) has begun. Reports from December 7 indicate that memory module retailers in Japan and Europe have started rationing stock, and prices are surging (up to 500% in some niche segments).
* Marvell Technology Acquisition: US chipmaker Marvell Technology agreed to acquire optical interconnect startup Celestial AI for $3.25 billion to strengthen its position in AI data center infrastructure.
2. Regional Updates (국가별 주요 뉴스)
* 🇪🇺 Europe (EU):
   * AI Gigafactories: On December 4, the European Commission officially endorsed a plan to build "AI Gigafactories" across the bloc to boost computing power.
   * Green Regulation Rollback: To support this, a controversial proposal was introduced on December 10 to exempt data centers and AI factories from mandatory environmental impact assessments, prioritizing tech competitiveness over green regulations.
* 🇨🇳 China:
   * Economic Unease: Following a Politburo meeting on December 9, leadership signaled "unease" over international trade tensions. Despite a record trade surplus (on track for $1.2 trillion), domestic consumption remains weak, and the government is calling for better coordination between domestic economic work and trade policy for 2026.
* 🇯🇵 Japan:
   * Memory Rationing: Japanese electronics retailers have begun limiting sales of high-performance memory modules to prevent hoarding as AI-driven shortages worsen.
Would you like me to provide more specific details on the tax implications for the new 'dividend income' law in Korea?