South Korea semiconductors

South Korean firms are China’s main alternatives to Micron, dragging Seoul farther into the China-U.S. semiconductor dispute.

A special envoy’s first job would be to establish a singular voice for U.S. semiconductor policy to address existing tensions in its international and domestic approaches.

Both the Netherlands and South Korea are crucial players in the semiconductor industry – and neither wants to be caught in the China-U.S. crossfire.

Can an envisioned supply chain partnership between the U.S., Japan, South Korea, and Taiwan actually become a reality?

The long-term solution to tensions in East Asia is for the neighboring countries to start taking each other’s security concerns more seriously.

As the war in Ukraine demonstrates, the geoeconomic risks for an export-dependent country are increasingly omnidirectional.

The U.S., Japan, Taiwan, and South Korea must work together to safeguard global supply chains for semiconductors.

Most South Korean conglomerates have weathered the shortage much better than their global competitors. That could change as early as this month.

South Korea took minimal economic damage overall, but sector-specific impacts varied widely.

The U.S. Huawei ban could provide a boost to South Korean competitors, but will bring long-term costs as well.

Live by the semiconductor, die by the semiconductor.