Ed Ludlow

And we even saw it just a few weeks ago, the confrontation that was brewing with

officials in Seoul over the slow pace of ratification of the trade deal by South Korea's legislature and concerns by the U.S.

that, hey, maybe there won't be enough follow through on the investments promised here in the U.S.

And we even heard Commerce Secretary Howard Lutnick just last month at the opening of that Micron plant alluding to possibly higher tariffs

on goods from those countries if their companies and he was alluding to the memory chip makers caro if they didn't step up their investments here in the u.s and he was referring obliquely to samsung and sk hynix but you can paint that more broadly to other possible tech investments in the u.s if they don't materialize then what does the administration here do as a consequence

And leader of SK Hynix just today, pledging to boost memory chip output, Mike Shepard, with all the latest on tariffs.

Thank you so much.

Look, let's get you the wider impact of President Trump's tariff agenda.

Jason Oxman joins us, Information Technology Industry Council CEO.

Look, what are the companies asking from you at the moment?

And what are you advising in terms of the uncertainty?

Well, what they're asking for is certainty, and we saw over the weekend that the president very quickly moved to a separate jurisdiction for tariff legitimacy.

But I think the broader question is, what's the long term going to look like?

Companies, as we've been discussing, need certainty in order to make investment decisions.

Our trading partners are looking for certainty.

The news about the suspension of the trade talks between the U.S.

and India is of concern.

The EU suspending trade

moving forward on the trade agreement between the EU and the U.S., also of concern.

The certainty we're looking for is part of a broader question of the strategy of the United States.