Both SKorea and TW knows US intends to use supply chain info to direct investments in US for the semi reshore effort. Ultimately it will undermine east asian se

Both SKorea and TW knows US intends to use supply chain info to direct investments in US for the semi reshore effort. Ultimately it will undermine east asian semi industries the same way US killed Japan's semiconductor in the 80s. The TLDR is East Asian semi supplys 80%+ of global semi needs, entire supply chain and every critical fab is within PRC rocket force range. This is too big of exposure for US, who is fully prepared to stomp even allies to to mitigate the risk. An opinion piece from Korea, but you'll find simliar sentiments from TW and PRC analysts. https://english.hani.co.kr/arti/english_edition/english_editorials/1013072.html https://english.hani.co.kr/arti/english_edition/english_edit...